Who We Help

Global Professionals

We help clients who are expatriates around the globe develop and stick to rigorous and diligent savings and investment plans to fund their future retirement needs. Will you have enough to retire comfortably after your years abroad? Will you be able to help your children financially or support a philanthropic cause? We can help you find the answers to these complex questions. Contact us to discuss how we can help you reach your goals and make the most of your high-earning years. 

 

Global Families

We help established global and often multi-jurisdictional families diversify their wealth with one of the world´s top wealth managers, in a jurisdiction known for excellent regulation and financial stability. Perhaps you have heirs in various countries and are worried about how to best structure a future succession? We can get the advice you need to achieve this with the strength and security of RBC and top-tier legal and tax planning partners. The global families we work with value the opportunity to diversify their wealth onto the premier Canadian platform. Let’s discuss why.

 

Fiduciaries & Their Clients

We help fiduciaries and beneficial owners enjoy cutting-edge professional portfolio management or execution services. For discretionary portfolio management, we develop bespoke/tailored investment policy statements (IPS) which we create together to ensure the investment goals and objectives are reflected in the portfolio composition. Portfolios are independently monitored daily by RBC Portfolio Risk Consultants to ensure they are always in line with the goals, risk parameters and limitations set out in the IPS. Discretionary investment management comes with a fiduciary duty to do what is in the best interest of our clients in every instance so you can comfortably concentrate on your busy life while you wait for your next scheduled portfolio review. Contact us to learn why RBC is a leading choice for fiduciaries and their clients who want the best portfolio management and risk management.

 

Corporations

We help institutions of all sizes with cash management and investment of their retained earnings in all major currencies. Our open architecture investment offering includes Bearer Deposit Notes, Government Bonds, Guaranteed Investment Certificates from various issuers, and Money Market Funds so we can always find the best rates and risk management for companies. We provide execution through our institutional trading floor in Toronto and clients enjoy the peace of mind that comes working from working with Canada´s largest bank. Reach out to us to see how we can bring your company´s investment execution to the next level.