An overview of your heritage
Our clients have complex wealth management needs. All of their assets may include traditional assets such as investments with fixed income and equities, but also non-traditional assets such as their business practices, private placements, life insurance and real estate investments.
As a wealth manager, we believe it is important to provide our clients a complete picture of their assets and to adopt a diversified approach that takes into account all of their assets.
In partnership with RBC's in-house professionals and our clients' external partners, we are able to leverage our expertise and experience to help you determine the value of your assets and help you achieve your financial independence.
