You worked hard to build your wealth. We'll help you build and protect it.
Our team helps high-net-worth individuals and families simplify the complexity of their financial lives. Whatever your goals, we take the time to understand what you want to accomplish with your wealth. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate—all the professional advice and service you need for every stage of your life.
Professionals at your service
Leaning on experience and industry accreditation, our team of experts help bring financial peace of mind to clients like you.
It's all about you.
You've worked hard for what you have, and it’s too important to leave to chance. Our personal approach and personalized services centre on building and protecting what you've built—and begin with getting to know you, your priorities, and your goals.
What we do
We take the time to understand what you want to accomplish with your wealth, and turn your aspirations into an action plan. Whether you’re an entrepreneur embarking on a new business venture, a professional saving for retirement, or a retiree seeking to build a legacy for future generations, we deliver proactive plans and strategies tailored to your needs.
How we do it
Fundamentally, we follow a simple, yet highly disciplined and personalized three-step process designed to help you achieve both financial peace of mind and success.
Understand you: You are unique—from your financial priorities, to your long-term goals, and what you dream about. We take the time to get to know you, your situation, and the people and things that are important to you. We understand the concerns that might keep you up at night, and the vision and timelines you have for your future.
Design a plan and implement strategies: After careful consideration, we design your personalized plan and develop the appropriate investment strategies. We review this with you and then put them into action. Along the way, we leverage our network of RBC experts, including law, taxation, estate planning, wealth transfer and business succession specialists.
Keep you on course: We help you adapt and navigate life's unexpected challenges with ease and peace of mind. We accomplish this by meeting with you regularly, keeping you informed, diligently monitoring and rebalancing your investments, taking advantage of market opportunities, and being available to you.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Our Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.