Coordinating your affairs to simplify your financial life

Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Every step of the way, we will be there as a personal guide.

To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.

10 strategies to build and protect your family's wealth

When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.

The Family Wealth Management guide covers topics such as:

  • Managing your higher tax burden
  • Reducing additional risks such as lawsuits
  • Avoiding the common pitfalls of owning vacation property
  • Minimizing taxes when passing on family assets
  • Teaching financial responsibility to younger family members

Contact us for a free copy of The Family Wealth Management guide.

For more information about managing your wealth and our approach, please contact us today.