Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.

By taking an integrated approach to wealth, we can help you:

  • Protect your lifestyle
  • Manage your nest egg
  • Plan your retirement
  • Create a lasting legacy
  • And much more

We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.

Please don't hesitate to contact us if you'd like to talk about your financial objectives and how we can help you reach them.

Value-added wealth services

In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, many of which are complimentary for our clients.

These include:
• Integration of your investment plan with your other service providers, including your lawyer or accountant
• Access to financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more 
• Will and estate planning consultations through accredited Will and Estate Consultants 
• Registered estate processing, tax reporting and T3 returns
• Registered estate tax planning, including multiple and contingent beneficiary designations
• Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
• Custody and safekeeping
• Annual consolidated tax reporting, including dispositions with book costs
• Research, commentary and information on specific holdings, markets or economies upon request
• Online integration of your RBC investment and bank accounts for consolidated viewing
• Multi-currency account functionality
• Automatic account contributions and withdrawals
• Automatic mutual fund purchase and redemption plans
• Electronic Funds Transfer (EFT) capabilities
• Interest paid on cash balances in investment accounts
• Corporate reorganization advice
• Cashless employee stock option exercise service
• Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
• Quarterly "Wealth Management Review" newsletter
• Introduction to a full suite of RBC partners if needed for: personal, business and private banking; estate and trust services, mortgage services; direct investing; and more