RBC Echelon™ services

Private wealth services

You have a vision for the future. You want to make a lasting impact with your wealth and create a legacy your family will enjoy for generations.

Your vision for the future is uniquely yours. How will you make it happen? At RBC Wealth Management, our experienced team can guide you through solutions that help sustain your lifestyle in a way that’s unique for you and the legacy you want to create.

RBC Echelon private wealth management services

Discover where your wealth can take you with RBC Echelon. This suite of services, for ultra-high-net-worth clients, is designed to elevate the impact of your wealth and help you manage it with confidence.

Our financial advisors understand the distinct needs and concerns that come with great wealth. We’ll discuss them and work with you to build a proactive, customized wealth plan leveraging RBC Echelon’s extensive offerings to identify and provide solutions for any gaps that may exist in your overall wealth plan.

Personalized solutions using the following services and capabilities are developed for you, your family and your business:

  • Planning
  • Investments
  • Private banking offered through City National Bank1
  • Capital markets
  • Estate services
  • Family dynamics expertise
  • Private health care services
  • Impact and philanthropy
  • Wealth protection solutions
  • Lifestyle services, including private aviation, college admissions counseling and household staffing

1City National Bank is an affiliate of RBC Wealth Management a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC, and an indirect wholly-owned subsidiary of the Royal Bank of Canada. City National Bank Member FDIC. Banking products and services offered by City National Bank are not SIPC insured and are subject to City National Bank’s terms and conditions. RBC Wealth Management and/or its employees may receive compensation from RBC Wealth Management for referring clients to City National Bank.

Multigenerational families

Our financial advisors help support the challenges you face as a family leader, responsible for the health of the family’s core holdings over multiple generations.

Business owners

Whether your local or multinational business is mature or ready for expansion, we can guide you through the complexities and planning needs you face as a business owner.

Corporate executives

We provide services to support your role as a corporate executive—at every stage of your career and through retirement. Learn more about our corporate executive services.

Legacy planning

Provide for the people and organizations you care about. Our team of professionals can develop innovative, tax-considerate planning strategies for wealth transition.

We can collaborate with your tax and legal advisors on a legacy plan that can encompass wills, trusts, foundations and endowments. Learn more about our trust services.

Turn your vision into a plan for change

Significant wealth allows you to make a meaningful impact on the world today and create positive change for future generations. Use our resources and capabilities to help you become more intentional in your philanthropy.

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.

Discover where your wealth can take you

Take an informed, personalized approach to managing your wealth with RBC Wealth Management.

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