Address your concerns
No matter what stage you're at in life, we believe the best time to talk about your financial concerns—such as outliving your money or protecting your wealth for the next generation—is now. Then, we can put solutions in place to help ease your mind.
Understand potential risks
Knowledge is power. At RBC Wealth Management, we can help you and your family better understand potential financial security risks and how to prepare for them. In addition, we can work with you to revisit your wealth protection strategies as you get older and your needs change.
Protect your legacy
Plan ahead. What will happen to your wealth when you’re no longer able to manage it? How can you help see that your beneficiaries will make the most of their inheritance? We can explore your options so your wishes are fulfilled.
A customized wealth protection plan is important to help manage the risks that concern investors the most.
It's important to have background knowledge about financial exploitation, targeted fraud or even dementia-related financial mistakes.
Access professional trustees and flexible trust capabilities to help accomplish your and your family's estate planning and wealth transfer goals.