Who we help

Your wealth needs are as unique as you are

We’re here to elevate your success into something more

No matter what stage in life, RBC Wealth Management is your partner to help navigate the complex choices and challenges planning for the future brings.

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Corporate executives

The Corporate Executive team is dedicated to providing a personal service that helps you grow your wealth while working around the demands of your busy schedule. Our team works in close partnership with you and, where appropriate, your technical advisors, to develop practical, effective solutions designed to add value. We appreciate that, as a busy executive, you may not have time to fully manage your financial affairs – we help clients by tailoring solutions to their individual circumstances, leaving you to focus on what is important to you. We can put you in touch with other RBC professionals who can offer advice and solutions to meet your goals and aspirations. We also partner with RBC Capital Markets and RBC Investor & Treasury Services divisions to bring all aspects of your business life to the table.

Investments

When it comes to building an investment portfolio, you may have specific goals that reflect your risk tolerance, time horizon or asset class preferences. Whatever your needs, we can help you develop an investment strategy that works for you.

Banking

With global financial interests come global banking needs, from managing complex cross-border family and business interests to undertaking international transactions. We offer a suite of international banking solutions to complement your wealth portfolio, spanning bank accounts, cards, payments and foreign exchange.

Credit and financing

You may be looking to fund a major purchase, invest in a new business, refinance debt or secure the right financing arrangement to suit your needs. Whatever your goals, we can provide a variety of customised credit and financing solutions around your immediate and longer-term objectives, delivered through your wealth manager in conjunction with one of our dedicated credit specialists.

Trust and fiduciary

You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. Exposure to different tax and legal requirements, a change in your marital status and unforeseen claims and liabilities, are among the many events in life that have the potential to complicate your financial and business goals. Using trusts and other fiduciary solutions, we can help you preserve your wealth both for your benefit and the benefit of generations to come.

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Business owners and entrepreneurs

Whether you own a well-established company or have a broad range of business interests, accessing the right financial expertise is crucial. Perhaps you’re looking to invest the proceeds from the growth or sale of your business, protect your wealth from unforeseen claims and liabilities or undertake succession planning with the future of your business in mind. Whatever your needs, we can help you build, preserve and pass on your hard-earned wealth in a way that works for you.

Investments

When it comes to building an investment portfolio, you may have specific goals that reflect your risk tolerance, time horizon or asset class preferences. Whatever your needs, we can help you develop an investment strategy that works for you.

Banking

With global financial interests come global banking needs, from managing complex cross-border family and business interests to undertaking international transactions. We offer a suite of international banking solutions to complement your wealth portfolio, spanning bank accounts, cards, payments and foreign exchange.

Corporate employee & executive services

Whether you represent a small privately-owned company, a multinational corporation, a boutique fund manager or a large financial institution, Corporate Employee & Executive Services (CEES) can create and administer the right solution to meet the needs of your organisation. We are a global specialist in employee benefit and retirement plan administration and trusteeship, working with companies and their advisors to create solutions in all industry sectors.

Credit and financing

You may be looking to fund a major purchase, invest in a new business, refinance debt or secure the right financing arrangement to suit your needs. Whatever your goals, we can provide a variety of customised credit and financing solutions around your immediate and longer-term objectives, delivered through your wealth manager in conjunction with one of our dedicated credit specialists.

Trust and fiduciary

You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. Exposure to different tax and legal requirements, a change in your marital status and unforeseen claims and liabilities, are among the many events in life that have the potential to complicate your financial and business goals. Using trusts and other fiduciary solutions, we can help you preserve your wealth both for your benefit and the benefit of generations to come.

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Multi-family offices

One of your main objectives as a family office will be to build and harness relationships with financial partners whose services are complementary to your own. By choosing us as one of your partners, you will enjoy access to the best of what RBC has to offer, all through a dedicated relationship team highly versed in the nuances of serving family offices. So, whether you require wealth and asset management, global custody or perhaps access to capital markets, you can be assured of solutions that reflect the goals of you and your clients.

Investments

When it comes to building an investment portfolio, you may have specific goals that reflect your risk tolerance, time horizon or asset class preferences. Whatever your needs, we can help you develop an investment strategy that works for you.

Banking

With global financial interests come global banking needs, from managing complex cross-border family and business interests to undertaking international transactions. We offer a suite of international banking solutions to complement your wealth portfolio, spanning bank accounts, cards, payments and foreign exchange.

Credit and financing

You may be looking to fund a major purchase, invest in a new business, refinance debt or secure the right financing arrangement to suit your needs. Whatever your goals, we can provide a variety of customised credit and financing solutions around your immediate and longer-term objectives, delivered through your wealth manager in conjunction with one of our dedicated credit specialists.

Custody

If you own investments or manage them on behalf of your clients, you may well need a custody platform to hold and manage any associated administrative elements. At RBC Wealth Management, we specialise in global custody solutions and can provide a range of services to fulfil your requirements, including trade settlement and management, reporting and valuation and complementary banking and credit services.

Trust and fiduciary

You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. Exposure to different tax and legal requirements, a change in your marital status and unforeseen claims and liabilities, are among the many events in life that have the potential to complicate your financial and business goals. Using trusts and other fiduciary solutions, we can help you preserve your wealth both for your benefit and the benefit of generations to come.

 

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