Strategic support of your family’s wealth and legacy

 
three sailboats on the water.

Transfer wealth to your heirs

Safeguard your family’s financial security through the efficient transfer of wealth. Trusts, gifts, insurance and other strategies can help you maximize the wealth you pass on to the next generation.

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Create an enduring legacy

Achieve your philanthropic goals while benefiting from tax relief – whether through a private foundation, tax-deductible donations or other legacy options that can boost your charitable contributions after death.

Grandfather holding child in the air.

Educate the next generation

The right money management education strategies can help your children and their children understand, appreciate and appreciate ethe wealth they may come to earn, receive and/or inherit.

How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

 

Let’s talk about your strategy

 


RBC Family Office Services…

Find out how our holistic approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.


Wealth is…

From your personal aspirations to the legacy you want to leave, your financial goals and needs are unique. With a personalized approach, RBC Wealth Management helps you achieve what matters most to you.

 

Let’s talk about your strategy

 

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