Serving specialized needs

 

While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.

 

Working professionals

If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.

Farmers and agricultural professionals

Your farm may be your most valuable asset. Whether you’re running a farm, thinking of selling it, or considering transferring it to the next generation, we can help minimize your tax liability and help you plan for the future.

Widows and widowers

The loss of a loved one can leave a gap. We ensure your experience is as seamless as possible as we help chart your way forward, taking care to surround you with the support and expertise you need every step of the way.

Divorcees

Divorce can be emotional, which is why it’s important to look after your well-being, financial and otherwise. We’re here to support you and help you make the right financial decisions in the midst of change.

Highly affluent individuals

A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.

Athletes and entertainers

Whether you’re a player or a performer, we’re here to make your life easy. From customized investment portfolios to cross-border financing, we’re committed to helping you build a solid financial foundation that lasts. 

Business families

With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.

Retirees and pensioners

Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.

Executives

C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.

Medical professionals

Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.

Institutional investors

Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.

Indigenous communities

As the industry leader in providing customized trust service for Indigenous clients, we work closely with First Nations, Metis, and Inuit clients on matters affecting their communities’ trusts.

Business owners

With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.

 

You worked hard to build your wealth

We put in the hard work to protect it