Business performance

 

Take a look at how RBC Family Office Services performed in the year of 2023.

250+

Team of dedicated tax, estate, financial, business owner/succession planning professionals and head office support

13,319

Meetings with HNW families

6,445

Will and estate consultations

1,308

Business owner and HNW planning consultations

4,109

Financial plans presented

IE Brokerage Report Card results for extended team support

Advisors rated us the highest on average, among bank-owned wealth management firms, across four key wealth planning pillars.

RBC Dominion Securities
Average (Bank owned excl. RBC DS)

Financial planning support & technology

Support for tax planning, Wills & estate

Products & support for high-net-worth clients

Support for 
insurance planning

All ratings based on a scale of 0 to 10

Source: 2023 Investment Executive Brokerage Report Card

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