Our approach


At RBC Wealth Management, we take the time to understand your goals and offer comprehensive wealth solutions to help you realise your life vision. We know what’s important — the success of your family, personal aspirations and the legacy you want to leave - so we help you manage your wealth in a way that reflects your unique values and aspirations. Because, we believe, as you do that the greatest returns are realised when you grow more than wealth.

From delivering personalised wealth management strategies and implementing customised solutions, to keeping you informed of progress along the way, RBC Wealth Management is beside you every step of your journey.

Our strength

By choosing us as your wealth management partner, you will benefit from the financial stability and strength of a truly global institution. Our clients have the assurance of knowing we have one of the highest quality balance sheets, a strong liquidity position and we take an active approach to manage risk. RBC is the 12th largest bank in the world based on market capitalisation and the fifth largest in North America. **Bloomberg as of Aug. 20, 2014

Global reach

A relationship with RBC Wealth Management provides access to a worldwide network of specialists offering global and local expertise. We serve the needs of clients across a range of global markets through a network of offices in key financial centres. RBC has 88,000+ employees serving more than 17 million clients in Canada, the U.S. and 27 other countries. (Source: RBC at a glance Q3/2021). Our offices are located in regions recognised for the flexibility and security they provide to our clients and for the integrity of their financial and regulatory systems.

Customised advice

Through our industry-leading client discovery process, we develop a deep understanding of your financial goals and personal values in order to identify your investment, retirement, tax and estate planning needs, and uncover unique opportunities to build and protect your wealth. If you’re already working with a trusted advisor, or an institution, we can also partner with them to put your objectives and goals into action, carefully selecting and implementing an investment management strategy to meet your priorities.

Corporate citizenship

We have earned a strong reputation for corporate citizenship over the years, building prosperity in the communities we operate in around the globe. World Economic Forum named RBC among the most sustainable large organisations in the world. RBC has also been named one of “Canada’s Greenest Employers,” one of “Canada’s Best Diversity Employers,” one of “Canada’s Most Socially Responsible Corporations,” and one of the “Best 50 Corporate Citizens in Canada.”