Business performance

 

Take a look at how RBC Family Office Services performed in the year of 2024.

240+

Team of dedicated tax, estate, financial, business owner/succession planning professionals and head office support

16,224

Meetings with HNW families

7,624

Will and estate consultations

1,506

Business owner and HNW planning consultations

5,176

Financial plans presented

IE Brokerage Report Card results for extended team support

Advisors rated us the highest on average, among bank-owned wealth management firms, across four key wealth planning pillars.

RBC Dominion Securities
Average (Bank owned excl. RBC DS)
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All ratings based on a scale of 0 to 10

Source: 2025 Investment Executive Brokerage Report Card

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