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

What message is stock market volatility sending?

Jul 23, 2021 | Kelly Bogdanova

It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means equity investors.

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Does the bond market care about inflation?

Jul 16, 2021 | Atul Bhatia, CFA

Treasuries have rallied despite record inflation and the Fed’s accommodative policies. We break down the factors driving the market response.

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Audio commentary: As good as it gets?

Jul 13, 2021 | Janet Engels & Tylar Lunke

Markets have come a long way from the pandemic lows. What should investors look for in the second half of 2021?

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FinTech and the future of finance

Jul 07, 2021 | Frédérique Carrier

The convergence of finance and technology can help make economic growth sustainable by empowering unbanked populations.

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A transition period is coming for U.S. equities

Jul 02, 2021 | Kelly Bogdanova

As the investment landscape changes, we look at four issues that should set the tone for the U.S. stock market for the rest of the year and into 2022.

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