It all starts with you

How we help

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.

Our personal approach

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.

You Meet Discover Plan Implement Guide

Getting to know you

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.

Understanding your goals

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.

Developing smart, customized strategies

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:

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

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:

  • Banking advisors through City National Bank1
  • Wealth management consultant
  • Wealth planning consultant
  • Wealth strategist
  • Insurance and annuities consultant
  • Retirement consultant
  • Professional trustee services2
  • Credit solutions consultant
  • Corporate executive services

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.

Implementing thoughtful, creative solutions

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 Buchert
Chief Administrative Officer
RBC Wealth Management–U.S.

Guiding you every step of the way

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.

Regular reviews

We can review your situation and accounts to make sure you’re on track to meet your financial objectives and readjust when needed.

Progress updates

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.

Convenient account access

You can securely access your account information, important documents and market insights through RBC Wealth Management Online and on the mobile app.

More reasons why clients choose us

Over a century of looking ahead

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.

More about us

An award-winning team

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

Let us guide you

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