Expanding your wealth offering

Over 250 accountants, tax specialists, legal, and other experts at your service

Your clients’ needs are ever-changing and multifaceted. Meeting them is easy when you have the industry-leading RBC Family Office Services team – comprising accounting, tax, and legal specialists, as well as financial, business owner, and business succession planners – committed to servicing your clients to the same standard that you do.

No matter where you are, expertise is always a quick call or click away. Your specialists are at the ready to help you exceed client expectations of what an advisory firm can do.

accountants tax specialists legal experts

“I never cease to be amazed by the depth of resources available. What remains surprising is the flexibility at RBC in helping us meet UHNW clients’ goals and needs.”

–Inder Arya, competitive recruit

“Our team is your team – from legal and tax expertise to financial planning, you’ll never do business alone.”

— Tony Maiorino

Vice-President and Director – Head, RBC Family Office Services

“Helping to develop comprehensive financial plans for your clients is essential to building their trust and earning their respect.”

— Howard Kabot

Vice-President, Financial Planning Specialists

“The world of tax, estate, and other wealth planning issues can be complicated. Our team makes sure it’s not.”

— Allison Marshall

Vice-President, HNW Planning Services and Financial Advisory Support Team

“Nothing brings our team more joy than helping you build your clients’ enduring legacy through philanthropic giving.”

— Kim Plews

Head, Philanthropic Advisory Services

“Our team’s focus is not only giving you the right technology for the job, but also always adding features to meet our clients’ evolving needs.”

— Mark Einwechter

Senior Manager, Strategic Wealth Planning Initiatives

“Building relationships is the foundation of our work, as we help clients create, protect, and transfer wealth using strategic insurance solutions.”

— John Hamilton

President, Wealth Management Financial Services

Anticipating, projecting, and tracking your clients’ aspirations

You don’t have to worry about the changing wealth and technology needs of your clients – we’re already there with our proprietary software.

Goals: A wealth planning advice solution to identify and report on your clients’ goals.

Priorities: An integrated tool that pulls everything important to your client into one place, enabling you and your client to define and prioritize their milestones.

Solutions: A client-centric tool that helps you identify, add value, and capitalize on client opportunities.

“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”

Kelly Kotello
Vice-President, Financial Planning Specialist, RBC Wealth Management Services

business man looking out office building

“There are five key questions every business owner should answer.”

Robyn Solnik
Vice-President, Business Owner Specialist, HNW Planning Services, RBC Wealth Management Services

Woman advisor with woman client in meeting

“As a start, many legal professionals generally recommend reviewing your Will or estate plan every 3 to 5 years.”

Kelly Rivard
Vice-President, Will and Estate Consultant, RBC Wealth Management Services

Over 250 accountants, tax specialists, legal, and other experts at your service

“I never cease to be amazed by the depth of resources available. What remains surprising is the flexibility at RBC in helping us meet UHNW clients’ goals and needs.”