Wealth Management:
Integrated solutions to support you in every life stage

Holistic wealth management extends beyond investment advice and money management. You and your family will have access to a team of over 100 top professionals of financial planning, trust, legal, and taxation advisors from RBC, who will work passionately to provide you with a roadmap to achieving important financial goals and confidence in your future.

Insurance planning, one of the most important ways to help protect your family and get the most out of life

  • Life insurance to protect your wealth
  • Corporate owned life insurance
  • Annuities to maximize your after-tax retirement income
  • Segregated funds
  • Guaranteed Withdrawal Benefit programs (GWB)
  • Estate tax preservation

Retirement solutions to ensure your future is secure and comfortable

  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Life income fund (LIF)
  • Locked-in retirement accounts (LIRA)
  • Retirement income and net worth projections
  • Other registered retirement plans

Will and Estate consulting allows you to be remembered the way you want. To leave a legacy to the ones, or causes, you love that reflects your wishes and gives purpose

  • Estate planning
  • U.S. Estate planning issues
  • Legacy creation
  • Trust consulting

Tax Solutions to help you create a personalized tax strategy to minimize the impact in your net worth

  • Charitable giving and planned giving
  • Formal Trusts
  • Family income splitting strategies
  • Income splitting through Private Corporations
  • Investment holding companies
  • Consolidated reporting services
  • Non-resident taxation

 

Our team's experience, credentials and expertise ensure that affluent clients with complex wealth management needs receive knowledgeable advice and peace of mind to meet their needs and exceed their expectations.

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