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Your wealth goals extend well beyond your investment portfolio – and our holistic service offering reflects your wide range of needs.
We empower our clients through a professional, all-encompassing planning experience that integrates portfolio management, wealth planning and professional partnerships. In fact, by partnering with your existing network of professionals – as well as other experts within RBC – we can bring the best solutions to you and your family.
Putting together plans that enable you to uphold your family’s lifestyle, even when you’re no longer by their side
Taking an in-depth view of your circumstances and using sophisticated tax-savvy strategies to help protect your wealth
Helping business owners develop a financial approach for today and for tomorrow, including taking advantage of relevant products, such as group pensions and retirement savings plans
Protecting your financial security, enhancing your after-tax wealth, and minimizing the impact of estate taxes through tailored advice and customized coverage for your high-value assets
Offering convenient access to funds by leveraging the value of assets high-net-worth clients already own, such as their holdings in non-registered investment accounts
Offering solutions to help you plan for a long, healthy retirement. Along with finances, our planning also considers your mental health, physical wellness, future
Developing and executing a tailored approach to make the most of your unique financial circumstances, including leveraging specialized expertise in high-net-worth planning, as needed
Coordinating a plan for healthy cash flow in your retirement years to support the lifestyle of your aspirations
Serving your most complex cash flow, credit and lending, business financing and leasing, as well as cross-border banking requirements
Helping you plan for and allocate funds to the beneficiaries of your choice, be they loved ones or charitable causes close to your heart
Guiding your giving in an effective and efficient manner to maximize your impact in the areas that matter to you
