The best results are achieved working in partnership with a team of professionals with expertise in every area related to the management of your wealth.  This includes legal, accounting, wills and estates and insurance.  If you have an existing relationship with professionals in these areas, we will be pleased to work with them to coordinate our expertise. 

Our multidisciplinary team of professionals offers our clients expertise in every area of wealth management. 

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

Will & Estate Consultant

Advisor

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Insurance & Estate Specialist

Advisor

Financial Security Advisor


Advisor

Financial Security Advisor, RBC Wealth Management Financial Services Inc.


Trust & Estate Advisor

Advisor

Will and Estate Advisor, RBC Royal Trust


Advisor

Senior Will and Estate Advisor, RBC Royal Trust


Financial Planning

Advisor

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Vice-President & Financial Planning Specialist, Family Office Services, RBC Wealth Management


Philanthropic Advisor

Advisor

Vice President, High Net Worth Planning Services— International Estate, Art and Digital Legacy Planning, Family Office Services, RBC Wealth Management


Private Banking

Advisor

Private Banker, RBC Private Banking


Premiere Banking

Advisor

Premier Banking Advisor, RBC Royal Bank