Our personal approachCombining our experience and forward-thinking approach, we create a plan tailored to your needs and goals. Your relationship manager, supported by a knowledgeable team and global network of resources, will help you navigate important decisions and milestones, giving you more confidence in the future.
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
- 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.
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.
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
- 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.
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.
We review your situation and accounts regularly to make sure your financial objectives are being met, and we readjust when needed.
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.
Generations of RBC clients have relied on our strength, integrity and unwavering dedication to their success. Like you, we want to be prepared for what’s next, so we continue to invest in our people and technology to help our clients prosper in an ever-changing world.
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 an estate plan. When a loved one passes away. When they’re planning for their child’s education abroad. When they need to take the next step.
The success of our clients motivates us and fuels our innovation. We’re honoured to be recognised for our efforts.