RBC Private Wealth

Expanding Your Opportunities

RBC Private Wealth is an exclusive program for clients who hold $5 million or more with RBC Wealth Management. We are dedicated to addressing the financial needs of highly successful people like you. Every service we provide and every solution we offer is directed toward helping preserve and enhance your wealth.

A team approach

To address the complex issues facing high net worth families, we extend the relationship you have with your financial advisor and introduce an additional resource: a team of wealth management professionals. The experienced specialists on your team of wealth management professionals work alongside your financial advisor to help you proactively plan for the future.

Together we address the wealth management issues that concern you:

• Wealth accumulation including the management of investments, liabilities, liquidity needs, retirement plans, stock compensation — including strategies for exercising stock options and restricted stock — and business ownership interests.
• Wealth protection including insurance needs, titling of assets and asset protection, as well as powers of attorney, medical directives and executor/trustee relationships.
• Wealth distribution during and after your lifetime including gifts to family members, other heirs and charities of your choice.

Enjoy what you’ve worked hard to achieve

Your wealth can be a great source of opportunity. But with wealth comes responsibilities, challenges and questions. We understand what you may be experiencing and are prepared to offer the assistance you need to relax and enjoy your wealth instead of worrying about it.