A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

What’s included in your relationship with us?

We are pleased to offer you a wide range of investment and wealth management services,many of which are complimentary to you as a valued client.

Strategy

● Develop your individually tailored wealth management strategy

● Build customized portfolios designed to meet your investment goals

● Establish your needs for tax, estate, insurance and charitable gift planning

● Provide research, commentary and information on specific holdings, markets or economies

● Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans

● Introduce, as appropriate, a full suite of services from our RBC partners

Enhanced wealth management services

● Benefit from the expertise of our RBC Wealth Management Services team, which includes specialists in financial planning, estate law and taxation

● Comprehensive financial planning (Compass Financial Plan)

● myGPS™ Wealth Management Opportunities Report

● Will and estate consulting

● Insurance-based wealth enhancement assessment

● Business succession planning

● Corporate re-organization advice

● Family wealth management