A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

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

Blog Posts

construction crane with downtown condos

What are the real risks from Evergrande’s credit woes?

Sep 24, 2021 | Atul Bhatia, CFA

We don’t see the potential default of China’s largest property firm as the onset of a systemic event. We look at the likely impact for investors.

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Justitia-statue-in-town-square-Romerberg-Frankfurt-Germany

How will the German election affect European markets?

Sep 17, 2021 | Frédérique Carrier

The outcome of Germany’s election could influence EU fiscal integration and economic regulations. We look at potential implications for investors.

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family sitting around picnic table enjoying lunch

When should I consider a family office?

Sep 15, 2021 | RBC Wealth Management

It has never been more important for families to find ways to effectively build and maintain their wealth—and the services of a family office can help.

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For Bryan and Sarah, security comes first when accessing their financial accounts online

Sep 14, 2021 | RBC Wealth Management

Learn why HGTV Canada’s Bryan and Sarah Baeumler use the new RBC Wealth Management experience on the RBC Mobile app to access their accounts – wherever and whenever they need.

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How will the end of unemployment benefits ripple through the U.S. economy?

Sep 10, 2021 | Atul Bhatia, CFA

The expiration of federal benefits is likely to kick start millions of job seekers, and we see positive and negative implications for the economy.

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