Our approach


At RBC Wealth Management, our client-focused, integrated approach ensures that you will receive a comprehensive set of wealth solutions that address all of your specific financial needs through disciplined portfolio construction, proprietary research and support, and regular communication and reporting. When you become our client, you can expect to work with a company with deep resources, a commitment to putting the interests of clients ahead of our own and a passion for helping transform the lives of the people we serve.

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 among the 15th largest banks 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.

Enduring relationships

Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with clients that often last lifetimes. Our approach has always been, and will always be, to put the needs of our clients first. Through a collaborative process, we’ll help you to define, reach and preserve what is most important to your financial life.

Corporate citizenship

We are pleased with the strong reputation for corporate citizenship we have earned over the years. World Economic Forum (WEF) 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.”