Wealth planning and protection
Cash management
Cash management programs can provide convenient, flexible options to simplify your accounts while helping manage and protect your cash.
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.
Investments
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.
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.
Credit and lending services
Credit solutions
Manage your cash flow needs with strategic financing and access flexible liquidity solutions using credit.
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.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.