Helen Ren, CIM, PFP

Portfolio Manager & Financial Planner

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Advisor

Vice-président et spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.


成长不止于财富


通过基于价值观的协作方法以及负责任地诚信积累财富的记录,您可以期待加拿大皇家银行财富管理帮助您实现人生愿景。

 

Delivering tailored, sophisticated banking solutions

Through RBC Wealth Management, Private Banking, we work in close partnership with Private Bankers who offer sophisticated banking and high-end credit solutions to our high-net-worth clients. They can help simplify and build your wealth, diversify your assets and leverage opportunities.

Banking designed for your unique high-net-worth needs

Private Banking delivers a tailored banking experience that is designed for your individual needs, however varied or diverse. In consultation with you, your Private Banker will create a sophisticated package that is customized to include:

  • A full complement of banking options
  • A range of personal, family trust or holding company accounts
  • A sophisticated suite of credit tools

Using credit to create wealth management planning opportunities

Many high-net-worth clients use credit to grow their wealth. Your Private Banking team includes a dedicated Manager of Credit Structures who can draw on high-end credit vehicles to help you create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members or consolidate your existing lending.

Partnering with Canada's top private bank

We are proud to work with RBC Private Banking, which has once again been ranked number one in Canada for its private banking services in the 2018 Euromoney Private Banking and Wealth Management Survey. This is the 11th consecutive year that RBC Private Banking has topped the Euromoney survey.

For more information on tailored RBC Wealth Management Private Banking solutions, please contact us to arrange a discussion today.