Reach your financial goals

Customisable solutions to help you realise your life’s vision

Achieve your financial goals with our intelligent solutions.

RBC Wealth Management is committed to helping you build a goal-based financial plan based on what's most important to you. Discover how we can help you grow more than wealth.

**Please note: The solutions and products referenced may not be available in your specific geographical region.

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Preserve & protect your wealth

Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations.

Trust & 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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Invest & build your wealth

You may have accumulated wealth after many years in a successful career, from the sale of a business or received a substantial inheritance. Whatever the origins of you wealth, it now provides for even greater growth opportunities.

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.

Credit & 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.

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Access your wealth

Whether you need to access your wealth in multiple locations, make international payments to associates and family members or undertake cross-border transactions, we can help you meet your day-to-day financial needs.

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 and cash management solutions to complement your wealth portfolio, spanning bank accounts, cards, payments and foreign exchange.

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Finance a new opportunity or investment

If you have plans to buy another home, or to invest in a new project or venture, we can advise on your financing options and, depending on the circumstances, provide you with the liquidity you need to make it happen.

Credit & 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.

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Manage your inheritance

Inheriting wealth can pose plenty of questions, particularly around how best to invest, manage and preserve your assets. We can work with you to build a plan designed to help you secure and maximise your wealth, all based on what 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.

Credit & 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 & 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.

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 and cash management solutions to complement your wealth portfolio, spanning bank accounts, cards, payments and foreign exchange.

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Move to a new country

Moving to a new country can be as daunting as it is exciting, particularly where your finances are concerned. Whatever your goals, whether you are looking to buy your main residence, provide for family members in your home country or structure your international business and financial interests in a secure and tax-efficient manner, we can provide the necessary guidance.

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.

Credit & 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 & 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.

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 and cash management solutions to complement your wealth portfolio, spanning bank accounts, cards, payments and foreign exchange.

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Building a succession or inheritance plan

Whether you have a clear idea of how you want to pass on your wealth or feel it’s simply too soon to know the identity of your future heirs, it’s never too earlier to start thinking about an inheritance plan. We can work with you to build a plan that evolves in line with your changing circumstances.

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.

Trust & 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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Developing philanthropic interests

If you’re looking to use your wealth to make a difference to the lives of others, perhaps by supporting a cause that’s close to your heart or even through your own charity or foundation, we can help you achieve a broad range of philanthropic goals.

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.

Trust & 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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Planning for retirement

We can help you plan ahead for your retirement, allowing you to focus on what’s most important to 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.

Credit & 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 & 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.

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 and cash management solutions to complement your wealth portfolio, spanning bank accounts, cards, payments and foreign exchange.

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Selling or transferring my business

The decision to sell your business and reinvest the proceeds, or keep it in the family for generations to come, is one you’re likely to face as a business owner.. Whatever you decide for you and your family, we can help you build a plan for the future.

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.

Trust & 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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