At RBC Wealth Management, we understand your wealth is about more than money. We put you, your family and your business at the center of everything we do. Our personalized approach can help you achieve your goals for today and for the future.
Combining our in-depth knowledge and innovative technology, we create a plan tailored to your complex needs and goals. Your financial advisor—backed by an experienced team and a network of resources—can help you navigate your important decisions and milestones, giving you more confidence in the future.
Great relationships start with a conversation. At RBC Wealth Management, we believe thoughtful conversations give us a better understanding of what’s important to you, your unique needs and your ambitions for the future.
You have goals, plans and dreams for you and your family. We can develop a customized plan to help you realize them—and support you at every point along the way.
Your personal and professional needs can become intertwined. We understand the complexities of business ownership and can help you simplify them with tailored solutions.
We work with you to build a strategic plan that reflects your organization’s complex goals and objectives—and helps you manage those assets more effectively.
Before we create your customized 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.
“I want to save for the future and build my wealth.”
We’ll work with you on wealth-building strategies that focus on what’s important to you, your needs and your plans for your family or business.
“I want to be prepared for life’s occasional surprises.”
Change is inevitable—and we can help you plan for it. We’ll guide you through ways to help maintain and protect your wealth so you can enjoy more peace of mind.
“I want to live life to the fullest, today and into the future.”
We’ll help you manage the competing needs of today, your goals for tomorrow and your retirement. With a plan in place, you can have the confidence to get there.
“I want to support the people and causes that I care about.”
Your wealth can let you do more for others. Whether it’s funding education, providing care for loved ones or philanthropic giving, we can help you give purposefully.
Once we understand your needs, goals and preferences, we develop wealth strategies specific to you.
Led by your financial advisor, the creation of your RBC Wealth Management plan incorporates our insights and experience to:
Your advisory team is supported by the Client Strategies Team. This group—comprised of more than 50 professionals with specialized expertise—consult and provide resources to integrate all aspects of your plan. Team members and services include:
1 City National Bank is an affiliate of RBC Wealth Management a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC, and an indirect wholly-owned subsidiary of the Royal Bank of Canada. City National Bank Member FDIC. Banking products and services offered by City National Bank are not SIPC insured and are subject to City National Bank’s terms and conditions. RBC Wealth Management and/or its employees may receive compensation from RBC Wealth Management for referring clients to City National Bank.
2 Trust services are provided by third parties. RBC Wealth Management and/or your financial advisor may receive compensation in connection with offering or referring these services. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.
Based on your wealth management 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 an entire wealth management team working with you. With your approval, we put your customized plan into action.
Your financial advisor, backed by our Client Strategies Team, can help manage the details to implement your plan and build your portfolio. Working with you, we’re here to support your journey toward success.
Every part of our business, even areas clients don’t necessarily interact with directly, is designed to give them the best experience possible.
Tammy BuchertChief Administrative OfficerRBC Wealth Management–U.S.
Change is inevitable. Whether it’s your needs, the financial markets or other factors that change, your wealth management strategy needs the flexibility to anticipate and respond to them. We’re here to guide you and help you through each stage of your journey.
We can review your situation and accounts to make sure you’re on track to meet your financial objectives and readjust when needed.
We’re committed to keeping you well informed about the progress you’re making toward your financial goals—in the frequency and format you prefer. In addition, your wealth management team is always available to answer questions, provide advice and guidance or review your portfolio.
You can securely access your account information, important documents and market insights through RBC Wealth Management Online and on the mobile app.
Generations of Americans 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.
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The success of our clients motivates us and fuels our innovation. It’s our privilege to help you, and we’re honored to be recognized for our efforts.
Awards and recognition
Create your ideal financial future with help from an RBC Wealth Management financial advisor.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.