Corporate executives

Who we help

Corporate leadership in private and public companies often involves complex compensation and demanding schedules. We provide coordinated planning to help you structure and manage your wealth, so your financial decisions keep pace with your career.

How we can help

Expand your wealth

Your executive compensation may include restricted stock units, long-term incentive plans, and other share-based incentives, often creating concentrated exposure to your firm.

We work with you to complement that exposure through thoughtful diversification, translating complexity into coordinated strategies that support tax efficiency and long-term growth.

Wealth planning and management

A personalised financial plan supports your ability to manage your wealth and focus on what matters most, with guidance tailored to your goals and family priorities.

Investment management

Make your wealth work for you. Choose how your investment portfolio is managed, based on a customised strategy that reflects your risk tolerance and personal goals.

Secure your future

Your career, compensation, and location may evolve – often across borders. We work proactively with your legal and tax advisers to design a plan that adapts, helping protect your wealth through change and into retirement.

For internationally mobile executives, this includes developing cross-border wealth strategies to ensure your wealth structure remains coordinated wherever opportunities take you.

Trusts and foundations

Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.

Financial protection

Manage the risks that concern you the most with a plan to help ensure you, your loved ones and, if needed, your business are protected against the unexpected.

Live well

With limited time and demanding responsibilities, clarity matters. We help ensure you have the liquidity and structure needed, so your financial decisions support both your professional momentum and personal ambitions.

Where appropriate, we can also introduce you to specialists across RBC’s global network, including expertise in banking, capital markets and private assets.

Banking

Dedicated banking for your personal and family interests – including services to meet your global banking needs.

Specialised credit

Manage your cash flow needs through a broad credit offering, including investment-backed (Lombard) lending and real estate financing, to maintain liquidity when needed.

Make a difference

As your wealth grows, so can your ability to make a positive impact on your family and the causes that matter to you. We help you structure your giving thoughtfully, aligning it with your values and long-term intentions.