What’s included in your relationship with us?

Develop your individually tailored wealth management strategy
Build customized portfolios designed to meet your investment goals
Establish your needs for tax, estate, insurance and charitable gift planning
Provide research, commentary and information on specific holdings, markets or economies
Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
Introduce, as appropriate, a full suite of services from our RBC partners

Benefit from the expertise of our RBC Wealth Management Services team, which includes specialists in financial planning, estate law and taxation
Comprehensive financial planning (Compass Financial Plan and/or myGPS™ Wealth Management Reports)
Will and estate consulting
Insurance-based wealth enhancement assessment
Business succession planning
Corporate re-organization advice
Family wealth management

Proprietary and third-party investment products, including mutual funds and portfolio services
Global and North American equities, including stocks, preferred shares, income trusts and more
One of Canada’s largest inventories of fixed-income and money market instruments, including T-bills, GICs, government bonds and corporate bonds

RBC Wealth Management Services library of publications and articles on a wide range of tax, retirement and estate planning topics
Access to the broadest research in Canada for domestic and global markets, including RBC Capital Markets, JP Morgan, and independent Veritas exclusive to RBC