Business owners and entrepreneurs

Who we help

Your business started with a purpose—let us help you focus on it. We understand the complexities of business ownership and can support you through every stage. We work together to define your goals and help your business thrive.

How we can help

Plan for growth

Move forward confidently by making informed decisions. We can work with you on strategies that focus on what’s important to you and your business.

Corporate and executive services

Leverage an array of sophisticated business, corporate and executive services to help achieve your professional and personal financial goals.

Retirement plan services

Incorporate a solid retirement plan as a company benefit to help retain and attract quality employees.

Cash management

Cash management programs can provide convenient, flexible options to simplify your accounts while helping manage and protect your cash.

Credit solutions

Manage your cash flow needs with strategic financing and access flexible liquidity solutions using credit.

Fixed income

Fixed income may offer a good solution for investors looking for stability or possible tax benefits in an investment portfolio.

Investments and research

Enjoy access to market research and analysis prepared by our teams of experienced economists, analysts and strategists.

RBC Echelon™ services

Elevate the impact of your wealth and create positive change for future generations.

Support what matters

We help you offer support—whether to your family, employees or causes that matter to you—in a way that aligns with your values and your business objectives.

Gifting and philanthropic solutions

Incorporating a charitable giving strategy into an overall investment plan can help develop a strong legacy for the entire family to enjoy.

ESG and responsible investment

Develop an investment portfolio based on personal values to create positive social and environmental impact.

Protect your business

Change is inevitable, and we help you plan for it. Let us create a customized plan to help preserve and protect your assets, so you can focus on running your business.

Client risk prevention

It’s important to have background knowledge about financial exploitation, targeted fraud or even dementia-related financial mistakes.

Professional trustee services

Access professional trustees and flexible trust capabilities to help accomplish your and your family’s estate planning and wealth transfer goals.

Wealth protection solutions

A customized wealth protection plan is important to help manage the risks that concern investors the most.

Transition your business

Whether you’re thinking of selling your business or keeping it in the family, we can help you prepare for what’s next. With a plan in place, you can have the confidence to get there.

Estate planning services

Take control of how your assets and wealth are managed—while establishing and securing your legacy—with estate planning services.

Professional trustee services

Access professional trustees and flexible trust capabilities to help accomplish your and your family’s estate planning and wealth transfer goals.

Retirement income planning

A solid retirement income planning strategy tailored to your individual needs and goals can help you manage your money in retirement.

RBC Wealth Management does not provide tax or legal advice.

Plan for your success

Discover a strategic approach to managing your business and wealth with RBC Wealth Management.

Our insights

An evolving investment landscape

Analysis 7 minute read
– An evolving investment landscape

Shaking up corporate Japan

Analysis 6 minute read
– Shaking up corporate Japan

Positioning for inflation shocks

Analysis 7 minute read
– Positioning for inflation shocks