Approach

Professional Will and estate consultants work with our team to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your consultation, you will receive a report outlining various estate planning opportunities for you to explore in further detail with your own lawyer or accountant.

For clients who are pursuing philanthropic endeavours, or those with charitable ambitions, we leverage the expertise of RBC professionals to guide you to the optimal approach as well as to advise on execution.

We work with individuals, families, and businesses that wish to protect their assets and transfer their wealth for generations. A highly skilled senior trust advisor works with our team, and can discuss specialized services available to you, including estate settlement and administration services, trustee services, and trust structures.

Our clients’ investments are vetted by strategists, advisors, analysts, and consultants. Spanning RBC Dominion Securities, RBC Capital Markets, RBC Global Asset Management, and RBC Royal Bank, our global network of investment specialists boasts unparalleled expertise.

Frequently intertwined with their business, the financial affairs of entrepreneurs come with a heightened degree of complexity. With the aid of business owner specialists, we meet this complexity head on with refined, precise, and strategic solutions.

The finances of an institution require advanced strategies and solutions. To meet these requirements, we collaborate with professionals in our RBC network who specialize in various aspects of institutional cash management and trading services.

Depending on your needs, financial planning specialists can provide a plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.

Complex financial affairs require sophisticated banking solutions. Benefit from a white-glove day-to-day banking service that complements our team’s personalized approach to your investments and wealth.

These financial tools may be relevant and beneficial to some clients. Whether you are pursuing high levels of borrowing for investment purposes or have other credit requirements, discover preferred rates and opportunities tailored to your situation through our RBC partners.

We work with an estate planning specialist who can assist in creating and preserving your wealth. We follow a comprehensive process to assess your needs and, if appropriate, recommend tax-exempt insurance products that will help you achieve your wealth management objectives.