Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business, but also for you and your family.

A business consumes a large portion of your resources, time and attention throughout its lifetime, and your family’s financial security may depend on its success. We understand the importance every decision you may make, and with our team of experts we will help you make the best decision.

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.

Build your business and personal wealth with expert advice

Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans

Business Owner Planning Specialist


Vice-President & Business Owner Specialist, RBC Wealth Management

Financial Planning Specialist


Financial Planning Specialist, RBC Wealth Management

Will and Estate Planning Specialist


Vice-President & Will & Estate Consultant, RBC Wealth Management