Transfer your wealth and build a lasting legacy across generations. Let us help you create a plan that aligns with your values and objectives.
The experiences, successes, achievements and ambitions of your family are unique—and will contribute to the legacy you want to leave.
When it comes to passing down your wealth and values, detailed wealth transfer planning helps ensure your wishes and the vision for your legacy are fulfilled. No matter your age or stage of life, it’s never too early to start.
At RBC Wealth Management, we understand this can be a delicate and emotional topic, requiring thoughtful, personalized planning to preserve family harmony and create the legacy you envision.
We can help guide you in addressing these questions:
By integrating elements of financial, tax, charitable giving and Will and estate planning, your advisor—supported by a team of specialists—can help you define and plan for your legacy.
We take the time to understand you and your family—and your goals. Our approach puts that multigenerational relationship at the forefront.
Depending on your circumstances and wishes, we can involve family members as part of the discussion or planning, providing education and guidance when appropriate. We also proactively focus on younger generations, helping to ensure they have the resources and tools needed to be confident and capable as they gain financial independence.
Speak with an RBC Wealth Management advisor to help create your enduring family legacy.
From yesterday to today to tomorrow, your wealth tells a personal story. We’ll help you align your plans with your wishes and the legacy you envision.
Support the organizations and causes that matter to you by incorporating a charitable giving strategy into your overall wealth plan.
Develop an investment portfolio based on a greater purpose to create positive social and environmental impact.