Financial plan

Provides clarity about your financial position now and in the future, incorporating strategies designed to help you achieve your goals.


Investment policy statement

Outlines the personal investment strategy designed to achieve your unique needs and goals, optimizing tax efficiency, risk, and reward.


Estate plan

Incorporates strategies designed to reduce the taxes, expenses, and complexity of an estate, ensuring you leave a lasting legacy for your family.


Business succession plan

When the time comes to plan your exit from the business that you worked hard to build, we have the resources to help. By working with experts within and outside of RBC, we can help you build a strategic succession plan that takes into account the complex dynamics of all parties involved.


Strategic asset location maximizes tax efficiency