Individuals and families

Who we help

Accomplishing your goals is easier with a map—one to guide you through the milestones that matter to you. Whether you’re looking to build your wealth, enjoy your future retirement or create a lasting legacy, we’ll develop a customized plan to help you reach your destination.

How we can help

Support what matters

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 generously.

ESG and responsible investment

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

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.

Funding education

When it comes to paying for tuition, there are options to help you invest in your loved one’s future.

Live empowered

We help you manage the competing needs of today and your goals for tomorrow. 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.

RBC Echelon™ services

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

Retirement income planning

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

Plan for growth

We work with you on wealth-building strategies that focus on what’s important to you, your needs and your plans for your family.

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.

Preserve your wealth

Change is inevitable, and we help you plan for it. We guide you through ways to help maintain and preserve your wealth, so you can protect your legacy.

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.

Let us guide you

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

Our insights

The push and the pull of U.S. earnings

Analysis 6 minute read
– The push and the pull of U.S. earnings

Interest rate mood swings

Analysis 9 minute read
– Interest rate mood swings

The Fed adjusts its focus, but the rate outlook remains blurry

Analysis 7 minute read
– The Fed adjusts its focus, but the rate outlook remains blurry