Wealth Management Services team

The RBC Wealth Management Services team works with your Investment Advisor to provide strategies to help reduce taxes, plan for retirement and protect your legacy.

With over 150 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps your Investment Advisor provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps you create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

• Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
• Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
• Taxation: Implementing strategies to help reduce your family’s tax burden
• Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
• Estate and trusts: Efficiently transferring your wealth to the next generation
• Insurance: Providing financial security, tax reduction, enhanced retirement income and legacy protection
• Charitable giving: Helping you maximize your charitable legacy