Reach your financial goals


Your ambitions are uniquely yours. We’ll take the time to understand what they involve and help you plan for the future. Your customized plan includes strategies and solutions to help you manage your wealth—with the flexibility to change as your needs and goals do.

Solutions for your unique needs

Wealth planning and protection

Client risk prevention

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

Funding education

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

Retirement income planning

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

Wealth protection solutions

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


ESG and responsible investment

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

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.

Banking and lending services

Cash management

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

Lending solutions

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

Private wealth services

RBC Echelon™ services

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

Trust and estate planning services

Estate planning services

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

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.

Professional trustee services

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

Business services

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.

Let’s plan for your success

Find the ideal solutions for your unique needs with RBC Wealth Management.