Our Services

Wealth management gives you the confidence to make sound financial decisions, grow wealth, and achieve your dreams. It provides a clear financial roadmap for every stage of your life. We will be there as a personal guide every step of the way.

To help you meet your financial goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.

In addition to investment management, the following services are included in your relationship with us at no additional cost:

  • Financial Planning and Projections: Help ensure you and your family are on track to meet your goals. By having an up-to-date financial plan, we can explore strategies to reduce your annual and estate taxes and help maximize your after-tax income. This plan also allows you to build an investment portfolio to meet your objectives.
  • Estate Planning: We provide consultation with an accredited in-house estate lawyer to ensure your estate plan is structured in a tax-effective manner and that your assets flow efficiently to your assigned beneficiaries.
  • Retirement Planning: We can assist in making sure your retirement plan is efficient as possible by looking at ways to maximize your retirement income and minimize taxes. This planning includes ensuring your retirement portfolio is coordinated with your government benefits and any other income you may receive.
  • Business Owner Planning: We can assist you with managing passive income within your businesses, preparing for the sale of your business and ensuring your business is structured most efficiently.
  • Charitable Giving: We can ensure you are maximizing your philanthropic objectives through ongoing charitable foundations and planned giving through your estate.