Edward Lee - Who we help

There are many different types of investors, each with a unique story to tell.

What they do have in common is their distinct vision of what they would like their wealth to achieve. This can take many forms and is often a combination of a vacation property, business expansion, comfortable retirement, and a lasting family legacy.

No two clients are alike and each deserves a customized experience tailored to their specific situation.

The typical profiles of our high net worth clients include:

Families looking to grow their wealth and ensure their next generation is well prepared to receive a lasting financial legacy
Business owners who need assistance in managing their personal and often complex business wealth
Pre-retirees and retirees looking to achieve their lifestyle dreams while ensuring a tax efficient transfer of wealth to the next generation
Professionals requiring help managing their personal and practice assets to allow them to concentrate on their own clients/ patients or business needs.

All of these people can benefit from our professional wealth planning process and the resources and scale behind RBC Dominion Securities.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

View transcript

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With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.