Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business, but also for you and your family.

A business consumes a large portion of your resources, time and attention throughout its lifetime, and your family’s financial security may depend on its success. We understand the importance every decision you may make, and with our team of experts we will help you make the best decision.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Supporting your local communities and organizations you care about in a tax-efficient way
  • Exploring tax planning strategies today to minimize future tax liabilities with tools such as Estate Freezes
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans

Each business owner will have a unique set of circumstances requiring some customized planning and solutions. Some of the most common strategies include:

Succession Planning

Tax Planning


Supporting your local Communities


Business Owner Planning Specialist


Vice-President & Business Owner Specialist, RBC Wealth Management

Financial Planning Specialist


Financial Planning Specialist, RBC Wealth Management

Will and Estate Planning Specialist


Vice-President & Will & Estate Consultant, RBC Wealth Management

Business owner's guide

Business owner's guide

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