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 investing

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.

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

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.