Corporate executives

Who we help

Corporate executives face complex financial demands—including intricate compensation structures, high income brackets, and constrained time. At RBC, we help you balance leadership pressures with your wealth strategy, empowering you to maximise earning potential and achieve your personal goals.

Our approach to wealth management

As a successful corporate executive, your financial needs demand tailored expertise. At RBC, we partner with leaders of private and public companies to translate complexities such as equity compensation, share programmes, and tax efficient investing, into actionable strategies tailored to your ambitions.

Our approach goes beyond short-term fixes; we work proactively with your legal and tax teams to anticipate future needs, designing a wealth plan that evolves alongside your career and personal goals. Your schedule drives our service—you’ll get dedicated insights in areas such as:

  • Defining what financial success means to you
  • Exploring ways to complement concentrated exposure to your firm and provide diversification
  • Tax efficient investing and ensuring liquidity
  • Developing cross-border wealth strategies for the internationally mobile
  • Planning for a future beyond retirement
  • Engaging the next generation in the wealth dialogue

Unlock new opportunities

As one of the world’s largest banks, we are well equipped to support the private and institutional needs of corporate executives. By introducing you to specialists from across RBC’s global network, you can leverage our capabilities in capital markets and private assets to unlock new opportunities.

Wealth planning

A personalised wealth plan provides clarity and control over your finances, allowing you to focus on your priorities with peace of mind.

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Investment management

Our team assists in managing equity positions, monetising assets, and building a diversified portfolio aligned with your risk tolerance and goals.

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Banking and custody

Enjoy dedicated personal banking with global solutions, and specialised custody options for segregated and omnibus accounts, tailored to your needs.

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Specialised credit

Manage your cash flow needs with strategic financing and access flexible liquidity solutions using credit, so you have funds available when required.

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Trust and fiduciary

Establish generational wealth with our personalised guidance and flexible services to handle complex assets, family planning, and ensure business and financial privacy.

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Philanthropy

Your wealth profile enables legacy creation and impactful giving to causes you value. We’ll help you define your ambitions and craft a gifting strategy that meets your goals.

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Whether growing your wealth, planning for retirement, or transferring wealth to the next generation, talk to us today.

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