Wealth Management Solutions for Persian and Iranians in Canada with RBC WM

Achieve financial freedom with professional wealth management

You’ve accomplished a lot in life, but there’s still so much more you want to do. Maybe you want to help your loved ones with a big purchase or fund your new business venture. Your next goal might be to create a lasting legacy for future generations or make a meaningful difference in your community right now. Perhaps you yearn for a legendary life of adventure, or maybe a simple, comfortable retirement is what you're seeking.

No matter what your goals are, RBC Wealth Management Canada, with over a century of wealth management experience in the Canadian financial industry, takes the time to understand what you want to achieve with your wealth. Whether you need help managing wealth for yourself, your family, or your business, we provide the professional advice you need from start to finish.

What is wealth planning?

We define wealth management as an all-encompassing approach to achieving financial and life goals. It extends beyond investment advice and money management, including other important planning areas, such as:
● Lifestyle protection
● Retirement planning
● Business planning
● Intergenerational wealth transfer
● Legacy creation

By integrating every facet of your financial life into one coordinated strategy, we give you the confidence to make sound financial decisions, plus the freedom to live life as envisioned. You can always rest assured that your investment portfolio, and your overall wealth plan, are helping you achieve what matters most to you.

How we help you?

We aim to start with a discovery meeting to understand your unique situation and identify the areas of your financial journey that require protection and foresight. Subsequently, we utilize our wealth management tools to cater to your financial needs and seek ways to safeguard and prepare for the financial future of you and your loved ones.

Who needs our services?

Successful professionals and business owners with intricate financial needs and limited time to manage their financial affairs can utilize our services to secure their financial future for themselves and their loved ones.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

View transcript

[♪]

With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.

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Pejman Shabanpourfard, Ph.D.