We can help you plan for your future

How we help

At RBC Wealth Management, we understand your wealth is about more than money. Let’s bring our ideas together and put your wealth plan on a path for success, so that you can focus on what really matters.

Our personal approach

Combining our expertise and innovative technology, we create a plan tailored to your complex needs and goals. Your advisor—backed by an extended team of specialists—will help you navigate your important decisions and milestones, giving you more confidence in the future.

You Meet Discover Plan Guide

Getting to know you

Great relationships start with a conversation. At RBC Wealth Management, we believe the best conversations give us a better understanding of what’s important to you, your unique needs and your ambitions for the future.

Who we help

  • High-net-worth individuals and families
  • Business owners
  • Entrepreneurs
  • Corporate executives

You have goals and dreams for you, your loved ones, your career and your business. We’ll develop a customised plan to help you realise them, and support you at every point along the way.

One thing that stands out about RBC Wealth Management is the deep and long-standing relationships we build with our clients. By truly understanding their goals, as well as their values, we’re able to act as trusted advisors for families over multiple generations.

David Thomas
CEO, RBC Capital Markets Europe and Head, Wealth Management

Understanding your goals

Before we create your customised wealth management plan, we take the time to learn about your family and how you plan to support them across generations. Then, we gain better knowledge about your expectations, circumstances and needs that influence your aspirations. By understanding them, we can help you find the ideal solutions.

Developing smart, time-tested strategies for you

Once we understand your needs, goals and preferences, we develop wealth strategies specific to you.

Led by your relationship manager, the creation of your RBC Wealth Management plan brings together our insights and experience to:

  • Clarify your needs
  • Coordinate your affairs
  • Establish and help achieve specific goals
  • Proactively help manage risk
  • Uncover opportunities you may not be aware of
  • Help simplify your financial life

Your wealth management team is supported by the Global Portfolio Advisory Group and Capital Markets research. These teams consult and provide resources to integrate all aspects of your plan, locally and globally, including:

  • Wealth planning
  • Investing
  • Retirement planning
  • Estate and legacy planning
  • Private banking
  • Tax planning
  • Wealth protection

Based on your wealth strategies and plan, we recommend solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

Providing thoughtful solutions and guidance

As an RBC Wealth Management client, you have a wealth management team working on your behalf. With your approval, we put your customised plan into action. We’ll manage all the details to implement your plan, which may include opening accounts, transferring assets, conducting trades and building your portfolio.

You can rely on us to guide you and keep you informed through each stage of your journey. Whether it’s your needs, the financial markets or other factors, change is inevitable. With this in mind, we make sure your wealth management strategy has the flexibility to anticipate and respond to these changes.

Ongoing reviews

We review your situation and accounts regularly to make sure your financial objectives are being met, and we readjust when needed.

Progress updates

We’re committed to keeping you well informed about the progress you’re making towards your financial goals, in the frequency and format you prefer. In addition, your wealth management team is always available to answer questions, provide advice or review your portfolio.

Convenient account access

You can securely access your account information, important documents and market insights through RBC Hub.

More reasons why clients choose us

Over a century of looking ahead

Generations of RBC clients have relied on our strength, integrity and unwavering dedication to their success. The landscape is changing, and like you, we want to be prepared for what’s next. We continue to invest in our people and technology to help our clients prosper in an ever-changing world.

More about us

We’re here for you

Our work with you is about more than finances. We’re one of the first people our clients call during pivotal moments. When they’re creating a wealth plan. When a loved one passes away. When they’re planning for their child’s education abroad. When they want to create the time to rediscover their passions.

An award-winning team

The success of our clients motivates us and fuels our innovation. We’re honoured to be recognised for our efforts.

Awards and recognition

Let us guide you

Create your ideal financial future with help from an RBC Wealth Management relationship manager.