A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Succeeding in business succession

Planning for succession in advance is imperative to maximizing your business’s eventual sale price, protecting the legacy of what you’ve built, transitioning your business smoothly and funding your future plans.

Watch this video to learn about the key elements of a successful business succession plan.

Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

Selling the business, creating a charitable legacy

After selling their business, Drew and Sue wanted to focus their time and wealth on making their community a better place. Find out how a team of experts helped this family build a charitable legacy.

Maximizing the value of your estate

From reducing taxes to ensuring your wealth transfer goes through smoothly for your loved ones, there are several strategies to build a careful estate plan custom to your situation, and we can help.

Watch this video and discover several tips for creating a tax-smart estate plan.

Securing your children's future with an estate plan

A recent diagnosis jolted Denise and Kevin into thinking about the support their daughter, with disabilities, would need once they're gone. Find out how this family got their "house in order," giving them relief and confidence that their daughter will be supported.

Invest with Insight

The latest market research, forecast and opportunities.

Global Insight Daily

Download today's commentary for the latest on:

  • Market movements
  • Canadian equities
  • U.S. and international equities
  • Key economic developments
  • Technical trends
  • Upcoming events to watch
  • Bond markets
  • Fixed-income, currencies and commodities
  • Money markets
  • Economic indicators

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Global Insight Weekly

Download The Global Insight Weekly for the latest on:

  • Market movements this week
  • Canadian, U.S., Europe and Asia Pacific market analysis
  • Equity and fixed income markets
  • Upcoming events to watch
  • Currency and commodity markets
  • Leading market index performance
  • Economic indicators

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Global Insight Monthly

Download The Global Insight Monthly for an in-depth review on:

  • Major market moves this month
  • RBC's investment stance
  • Global equity and fixed income analysis
  • Leading market index performance
  • Economic indicators
  • Currency and commodity markets
  • Key forecasts
  • Upcoming events to watch

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GIC rates

The latest GIC rates from various financial institutions.

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