More about our premium services

Investment Advising for Individual and Corporate Clients

The profound knowledge of our advisor can help you make a better investment decision through advising and portfolio review service.

Portfolio Planning:

We can meet a wide range of client's needs with our unique and custom-designed portfolios. Our advisor will evaluate your financial situation and provide you with a solution to maximize your wealth.
 

Financial Planning:

Preparing for your future financial events at an early stage will help you be on track to meet your financial goals. Our advisor will create a financial plan that suits your individual needs.
 

Retirement Planning:

How to fund retirement life is one of the biggest concerns for everybody today. With our secure, flexible and tax-efficient strategies, you can live your desired life.

Estate Planning &Trust Service

We can help you transfer your estate in a secure and tax-efficient manner to your family.
More about Estate Planning      
 

Investment Products

RBC Wealth Management is the one-stop service centre to meet your various investment needs. Y ou have access to every type of investment available on Canada and global markets.
 

GIC&High Interest Savings Accounts

We research and offer the best interest rate from about 30 companies.

RRSP, RRIF, RESP and TFSA Accounts

If you have these accounts at other companies, you can do in-kind transfer to your accounts at RBC Wealth Management. (*applicable to other kinds of accounts as well)

Foreign Exchange and Foreign Currency Accounts

We offer you special rates for foreign exchange.  You can transfer your money in CAD, USD, JPY and other currencies to RBC Wealth Management. There is no i ncoming wire transfer fee.

Our Connections to Lawyers, Accountants, Mortgage and Real Estate Agents and Immigration Consultants

Based on your needs, we can introduce experts of other areas.

Insurance

You can enhance your financial security with our wide range of insurance such as life insurance, critical illness insurance, disability insurance, long-term care insurance, business insurance and more.