Institutional consulting

Receive tactical advice and sophisticated strategies for stewarding your organization’s assets from RBC Institutional Consulting Group financial advisors.

Benefit from a specialized team that understands your fiduciary role

Since 1940, RBC Wealth Management has provided dedicated fiduciary and investment consulting services to corporations, foundations and retirement plans.

Our success in this sector led to the establishment of the RBC Institutional Consulting Group, a select group of financial advisors providing thought leadership in the assessment, monitoring and evaluation of investments funds, managers and plans.

RBC Institutional Consulting Group members are qualified financial advisors who meet specific criteria. They have in-depth knowledge of administration, compliance and regulations—at the regional, national and global level—and extensive experience working with those responsible for significant assets.

RBC Institutional Consulting Group clients

Our clients value having experienced professionals who can guide them through every aspect of their investments and plans to help achieve their organization’s objectives. The clients we serve include:

  • Corporations
  • Endowments
  • Family trusts
  • Foundations
  • Nonprofits
  • Retirement plans (defined contribution and defined benefit)
  • Taft-Hartley plans

Our advisory services

Institutional consulting is a process, not a product. We believe the best outcomes are achieved through collaboration with our clients and in-house professionals.

Organizational assessment

We assess your organization’s goals and objectives, current investment strategies, and fiduciary governance model and use these to tailor our services.

Investment consulting

Investment Policy Statements (IPS)

We can help you create and update an IPS, an essential document in managing your fiduciary responsibility.

Asset allocation

We can identify asset allocations and investment portfolios for your plan.

Ongoing monitoring and evaluation

We review your investment funds and investment managers, highlight areas of concern and recommend additions or changes as needed

Retirement plan consulting

Plan review

We help evaluate the efficacy of your current retirement or Taft-Hartley plan and help identify potential improvements.

Participant benefit review

We review your plan’s design and provide options for improving plan participants’ benefits.

Provider search and evaluations

As a neutral party, we can explore your options, including fee analysis and benchmarking, and present candidates well-suited to meet your plan’s needs.

Participant education

We can design an engagement and communication strategy to help your employees take advantage of their retirement benefits.

Additional corporate services

As an RBC Wealth Management client, you have access to a range of services available through our network of esteemed professionals from City National Bank, RBC Capital Markets, and RBC Global Asset Management.

  • Business valuation and continuation planning (buy/sell agreements)
  • Commercial lending and construction financing
  • Corporate banking and trust services
  • Directed stock programs
  • Employee stock purchase plans
  • ESOP and management buyouts
  • Executive benefit plans
  • Restricted securities planning (144, 145, and 10b5-1 plans)
  • Stock option exercise

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. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.
All loans, lines of credit, credit cards and other types of financing are subject to credit approval by City National Bank. Additional terms and conditions apply.
Personal lending products are offered by Royal Bank of Canada and are subject to its standard lending criteria. Some conditions apply, subject to credit approval.
We generally monitor your advisory account for you as part of our advisory services in accordance with the terms of your advisory agreement with us. Our financial planning services are limited to preparation of a financial plan based on the information that you provide, and do not include ongoing monitoring. We do not provide ongoing monitoring of your brokerage account investments for you.

Manage your responsibility effectively


Speak with an RBC Wealth Management financial advisor to learn more about our institutional consulting services.

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