Our Services

More than just investment management

Wealth management extends beyond investment advice and money management to encompass a wide range of wealth planning strategies. You may require assistance with taxes, need help planning for retirement, or seek guidance to structure your estate in a tax-efficient manner. Over time your needs will change, which means your wealth plan will evolve to reflect these changes and keep pace with current market conditions. These various aspects of managing wealth are all interconnected, which is why we look at your overall financial circumstance to ensure your concerns are addressed in a coordinated fashion. Our services include:

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Financial Planning

Our financial planning specialists create an in-depth, comprehensive plan designed to help address your unique financial concerns, from simple cash management to more advanced tax planning strategies.
Click here to identify some financial concerns that may be relevant to your lifestyle.

Will & Estate Consultation

Do you have a will in place? If so, when was the last time it was updated? Have you taken the time to consider what would happen to your affairs without a valid will? Our internal legal consultants can help ensure all areas of your unique circumstance have been properly addressed.  Click here to learn more.

Royal Trust

Choosing someone to be the executor of your estate can burden them much more than you realize. Royal Trust provides an alternative to burdening a friend or family member with this responsibility – with over 100 years of experience, they can act independently or jointly with your appointed executor(s). Click here to learn more about Royal Trust.

Insurance Strategies

Insurance strategies offer extremely flexible, versatile solutions and can provide immediate tax, investment, and income benefits for yourself, your family, and your business. Our team of experts can help you identify some strategies that may benefit your lifestyle, beyond simply protecting your high-income earning years. 
Click here for some key strategies which use insurance solutions.

Premier & Private Banking

As a client of ours and RBC Dominion Securities, you have access to your own dedicated banking advisor to assist with day-to-day banking, cross-border, and credit needs.  Just a phone call away, our Premier and Private Banking team can offer integrated banking solutions and save you the time of physically traveling to your local bank branch to complete your requests.  Click here to learn more. 

Private Insurance

Wealth presents itself in a variety of forms, which is why we recognize you may require a level of coverage and service that can't be found with standard insurance policies. RBC Private Insurance offers coverage designed for your unique lifestyle. Click here to learn more.

Business Owner Specialist

You may already be a business owner, or you may be thinking about becoming one. The decisions you make as a business owner have far-reaching implications. Our business owner specialists can provide guidance on how to structure your business, reduce taxes, and maximize cash flows. 
Click here for some important considerations for business owners.

Business & Commercial Banking

Whether you own a start-up, small business, or larger-scale commercial business, the way you run your company is unique. RBC’s business and commercial banking services offers advice, a range of accounts, credit and other services to help your business thrive.

Charitable Giving

Charitable giving helps causes you care about, and also provides benefits to both society and to you, the donor. Gifting to a charity can take place during your lifetime, or it can be a deferred gift which is received after your death. We can help you establish a legacy while identifying the tax benefit.  Click here to learn more about the program.