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By maintaining a strong presence at the highest levels of the organization, Bessette Wealth Management clients receive access to best-in-class partners, both within and outside the organization. We facilitate and have professionals in the following areas of expertise.
Our dedicated private banking teams engage in personalized interactions with every client, leveraging the extensive capabilities of RBC. This enables us to develop advanced financial services and exclusive credit options for individuals and families who possess various sources of income and seek a comprehensive approach.
We offer:
Private Banking
Premier Banking
Business Banking
We work directly with Ultra High Net Worth clients to provide tailored credit solutions and custom loan structures that facilitate long-term wealth growth, leveraging a diverse range of lending options across various products, from marketable securities to high-end real estate.
Real estate lending
Securities based lending
Specialty lending
Trade finance
Your unique journey toward success is our priority. Our team takes the time to understand your aspirations, tailoring solutions to match your goals. Acting as your gateway to a global network of specialists, we bring together expertise from RBC and beyond to meet your distinct wealth needs.
Risk management
Wills and estate planning
Tax planning
Philanthropy
Our top-tier team delivers integrated planning and solutions. With expertise in financial planning, tax, and legal matters, we work closely with you to develop a unified family wealth management strategy that seamlessly aligns with your existing advisors.
Custody and consolidated reporting
Family governance
Intergenerational wealth planning
Alternative investments
Sustainable investing
With our team's expertise in providing integrated asset management solutions, we have developed a thriving business in providing discretionary asset management services to prominent institutional clients.
Board governance
