Business owners and entrepreneurs

Who we help

At RBC, we understand that the greatest ideas have the power to transform lives and drive lasting legacies. That’s why we’re dedicated to helping business owners and entrepreneurs like you protect, grow, and pass on your wealth, so you can achieve your vision.


How we work with business owners and entrepreneurs

Wealth planning

A personalised wealth plan provides clarity and control over your finances, allowing you to focus on your priorities with peace of mind.

Learn more

Investment management

Our team assists in managing equity positions, monetising assets, and building a diversified portfolio aligned with your risk tolerance and goals.

Learn more

Banking and custody

Enjoy dedicated personal banking with global solutions, and specialised custody options for segregated and omnibus accounts, tailored to your needs.

Learn more

Specialised credit

Manage your cash flow needs with strategic financing and access flexible liquidity solutions using credit, so you have funds available when required.

Learn more

Trust and fiduciary

Establish generational wealth with our personalised guidance and flexible services to handle complex assets, family planning, and ensure business and financial privacy.

Learn more

Philanthropy

Your wealth profile enables legacy creation and impactful giving to causes you value. We’ll help you define your ambitions and craft a gifting strategy that meets your goals.

Get started today


Streamline your approach to business and personal wealth management.

Insights for business owners

Succession planning for business owners

Your business 4 minute read
– Succession planning for business owners

Retirement planning for business owners

Wealth planning 6 minute read
– Retirement planning for business owners

Financial planning tips for life after a business exit

Wealth planning 11 minute read
– Financial planning tips for life after a business exit