Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

 

Estate planning for the next generation

 

Watch the following video to learn how RBC Wealth Management helped two clients, Denise and Kevin, organize their affairs to ensure their disabled daughter would have the support she needs, even after they're gone.

 

 

Preparing the next generation for wealth

 

Watch the following video to learn how RBC Wealth Management helped two clients, Dale and Darice, prepare their children for their legacy.

 

 

Maximizing your legacy to your family

 

Watch the following video to learn key strategies to maximize your estate for your family, while minimizing the impact of taxes.

 

 

 

Acting as a Power of Attorney

 

Have you been named as a Power of Attorney for a loved one? Watch this video to learn how you can get the help you need to manage this important responsibility.

 

 

 

Retirement planning to achieve financial security

 

Watch the following video to learn how RBC Wealth Management helped two clients, Jean-Pierre and Sharon, consolidate their financial affairs – and make the most of their retirement plans.

 

 

Tax-minimization strategies

 

Watch the following video to learn key strategies to help manage your tax burden.

 

 

 

Business succession planning

 

Watch the following video to learn about the key elements of a successful business succession plan:

 

 

 

Family business succession planning

 

Watch the following video to learn how RBC Wealth Management helped two clients, Donna and Norm, design a customized business succession plan for their family.

 

 

Selling the business, creating a charitable legacy

 

Watch the following video to learn how RBC Wealth Management helped two clients, Drew and Sue, create a family charitable legacy from the sale of their business.

 

 

Insights into giving and inheriting wealth across generations

Within a generation, over $400 billion is expected to be passed down to inheritors in Canada. How are Canadian families preparing for one of the largest transfers of wealth in history? And will inheritors be ready?

 

“It’s up to the givers of wealth to proactively prepare the next generation to manage that wealth.”