Our services

- Clarify your financial goals
- Create a net-worth statement
- Recommend planning strategies

- Custom-designed portfolios based on your needs for income, growth and security
- Diversification to manage risk and achieve return objectives
- Review and rebalance on an ongoing basis

- Identify opportunities to protect your estate for your family
- Help simplify estate settlement
- Help you create an enduring family legacy

- Protect your financial security
- Enhance your after-tax wealth
- Minimize impact of estate taxes

- Protect your financial security
- Enhance your after-tax wealth
- Minimize impact of estate taxes

RBC’s charitable gift program was designed to help you support causes you care about:
- Give grants to organizations of your choice
- Incorporate philanthropy into your financial plans for tax optimization
- Create a lasting family legacy

- Assist with tax-advantaged strategies to fund a family member’s education

In consultation with your tax advisors, we can help you identify tax-minimizing strategies that can:
- Protect your wealth
- Enhance your after-tax retirement income
- Minimize estate taxes

We can introduce you to an RBC banker to assist with:
- Cash flow management
- Personal credit and lending
- Business financing and leasing