Who We Help

Whether you need assistance managing your family’s wealth, maximizing your business investments or providing stewardship for non-profit assets, we can provide you solutions. We specialize in key areas such as financial planning, private banking, investment management and estate and trust services.

Individuals & Families

Supported by a team of specialists drawn from RBC Wealth Management member companies, we help address wealth management needs through all stages of life:

  • Accumulating wealth and growing your assets
  • Protecting your wealth by managing risk
  • Managing the affairs of a loved one
  • Converting your wealth to an income stream
  • Transferring wealth to your heirs
  • Creating an enduring legacy

Family WM Guide

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Businesses & Entrepreneurs

Making the right financial decisions is a big responsibility. We can help. Our business owner planning solutions could be ideal if you need to:

  • Manage business and personal assets
  • Invest on behalf of a business or corporation
  • Plan for business succession
  • Protect against the sudden loss of a key employee
  • Help manage the risk of price fluctuations for a commodity your business produces
  • Help gain greater cost certainty for a commodity your business uses to produce value-added goods

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Foundations & Not-For-Profits

Delegating fiduciary responsibility of board members to a private portfolio manager allows board members to be confident they’re fulfilling their obligations at the highest level possible.

We have extensive experience meeting the investment needs of foundations and not-for-profit clients. Our services include:

  • Executor/liquidator and trustee services
  • Custody and administration
  • Planned giving
  • Investment policy development and review
  • Socially responsible investing

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