Enjoy the confidence of knowing your investments are being professionally managed to reach your goals, so you can focus on what matters most to you.
You may be investing to build wealth for future goals like retirement, generating a satisfying income for your lifestyle or protecting wealth for future generations. At the same time, you’re busy with your family, career or business—and living life to the fullest.
At RBC Wealth Management, we take the time to understand you, your ambitions and how we can best work together. With your advisor guiding you, we help ensure your investment strategy suits your circumstances and needs for now and in the future, so you have the freedom to focus on what matters to you.
Our investment management practice is based on a proven, highly disciplined and personalized approach that reflects your goals, risk tolerance, time horizon and how involved you’d like to be.
If your investments require a higher level of professional attention, RBC Wealth Management can help. With an understanding of your situation and reasons for investing, we create your personalized investment strategy, including portfolio construction, while providing you with expertise and advice.
We’ll manage your investments and make adjustments, from ongoing rebalancing to regular reviews, to address your evolving needs, changing market conditions and the latest insights from RBC’s global investment strategists.
You decide how you want to work with us. You may prefer:
Whatever your preferences, we will tailor our services to meet your unique needs.
When you’re managing day-to-day business priorities, it can be challenging to also find time to manage your investment needs.
Depending on your situation, you may need to:
At RBC Wealth Management, we can take care of the details for you with an investment solution that lets you focus on the success of your business. As our client, you have access to a full range of convenient investment solutions and asset management.
Our experience working with business owners and entrepreneurs means we can help ensure your business and personal investment assets are working together towards your goals.
Every step of the way, we’ll keep you well informed on your progress and provide a detailed reporting package to meet your accounting requirements.
Your advisor—who helps you realize your goals for growth, income and capital preservation—is backed by several global teams that help identify investment opportunities in today’s ever-changing markets.
Discover how RBC Wealth Management can help you manage your investment portfolio.
Develop an investment portfolio based on a greater purpose to create positive social and environmental impact.
A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.
Enjoy the retirement you’ve envisioned with sound strategies tailored to your individual priorities and goals.