At RBC Wealth Management, we understand your wealth is about more than money. That’s why we put you, your family and your business at the centre of everything we do. Our personalized approach helps you achieve your goals for today and well into the future.
Combining our expertise and innovative technology, we create a plan tailored to your complex needs and goals. Your advisor—backed by an extended team of specialists—will help you navigate your important decisions and milestones, giving you more confidence in the future.
Great relationships start with a conversation. At RBC Wealth Management, we believe the best conversations give us a better understanding of what’s important to you, your unique needs and your ambitions for the future.
You have goals, plans and dreams for you and your family. We’ll develop a customized plan to help you realize them – and support you at every point along the way.
Your personal and professional needs can become intertwined. We understand the complexities of business ownership and can help you simplify them with tailored solutions.
Before we create your customized wealth management plan, we take the time to learn about your family and how you plan to support them across generations. Then, we gain better knowledge about your expectations, circumstances and needs that influence your aspirations. By understanding them, we can help you find the ideal solutions.
“I want to grow my wealth to reach my goals.”
We’ll work with you on wealth-building strategies that focus on what’s important to you, your needs and those of your global family.
“I want to know I’m prepared for whatever may happen.”
Change is inevitable and we can help you plan for it. We’ll guide you through ways to help protect your wealth – today and far into the future – so you can enjoy more peace of mind.
“I want to live life to the fullest, today and into the future.”
We’ll help you manage the competing needs of today – both locally and globally – and your goals for the future. With a plan in place, you can get there with confidence.
“I want to support the people and causes that matter to me.”
Your wealth can let you do more for others. We’ll help you make a difference your way – from assisting your family to responsible investing to philanthropic giving.
Once we understand your needs, goals and preferences, we develop tailored wealth strategies specific to you.
Led by your relationship manager, the creation of your RBC Wealth Management plan brings together our insights and experience to:
Your wealth management team is supported by a global network of RBC teams. These teams consult and provide resources to integrate and support all aspects of your plan, including:
Based on your wealth strategies and plan, we recommend solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
As an RBC Wealth Management client, you have a wealth management team working on your behalf. With your approval, we put your customized plan into action.
You can rely on us to guide you and keep you informed through each stage of your journey. Whether it’s your needs, the financial markets or other factors, change is inevitable. With this in mind, we make sure your wealth management strategy has the flexibility to anticipate and respond to these changes.
We review your situation and accounts regularly to make sure your financial objectives are being met, and we readjust when needed.
We’re committed to keeping you well informed about the progress you’re making towards your financial goals. In addition, your wealth management team is always available to answer questions, provide advice or review your portfolio.
You can securely access your account information, digital documents and market insights through RBC Wealth Management Online or our mobile app.
Generations of RBC clients have relied on our strength, integrity and unwavering dedication to their success. Like you, we want to be prepared for what’s next, so we continue to invest in our people and technology to help our clients prosper in an ever-changing world.
More about us
Our work with you is about more than finances. We’re one of the first calls our clients make during pivotal moments. When they’re planning for their child’s education abroad. When they’re creating an estate plan. When they’re looking to sell a business. When they need to take the next step. It’s our privilege to help you.
The success of our clients motivates us and fuels our innovation. We’re honoured to be recognized for our efforts.
Awards and recognition
Create your ideal financial future with help from an RBC Wealth Management relationship manager.