Big Water Private Wealth - RBC Wealth Management

Whether your wealth was inherited or built over time, it requires a level of coordination and care that extends beyond simple investment management. We are here to support you in managing every aspect of your financial life, from protecting your assets, to supporting causes you care about, to planning the legacy you leave your heirs.

Our services include:

Analysis of existing net worth statement and financial strategies
A comprehensive and personalized financial plan through RBC WealthPlan
Tactical, goals-based investment approach
Access to alternative investment strategies
Securities-based lending and tailored lending solutions
Analysis of concentrated positions and employer awards
Liquidity event or capital gains planning
Tax planning and coordination with your tax advisor
Charitable giving strategies
Estate plan analysis and coordination with your estate attorney
Asset protection, including insurance premium financing

Investing in alternative investments may be speculative, illiquid, and not suitable for all clients. They are intended for investors who meet certain criteria and are willing and able to bear the unique economic risks of the investment. Investors should consider whether such investments are suitable in the light of their individual financial situation. Alternative investment funds are sold only to qualified investors, and only by means of offering documents that include information about the risks, performance, and expenses of the Funds, along with other important information. An investment in alternative investment funds is speculative and involves significant risks.   Securities-based loans involve special risks and are not suitable for everyone. You should review the provisions of any agreement and related disclosures and consult with your own independent tax and legal advisors about any questions you have prior to using securities-based loans or lines of credit. Subject to credit approval. Additional restrictions may apply. Lending services may be offered by bank affiliates of RBCWM-US. RBCWM and/or your advisor may receive compensation for offering or referring these services.   Tailored loans are offered through Royal Bank of Canada’s (RBC’s) New York Branch, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC. Products and services offered by RBC’s New York Branch are subject to their terms and conditions. RBC Wealth Management and/or its employees may receive compensation from RBC Wealth Management for referring clients to RBC’s New York Branch. Securities-based loans involve special risks and are not suitable for everyone. You should review the provisions of any agreement and related disclosures, and consult with your own independent tax and legal advisors about any questions you have prior to using securities-based loans or lines of credit. Additional restrictions may apply. This material is being provided for educational or informational purposes only and does not take into account any client or prospective client’s objectives or financial situation. If borrower is an irrevocable trust, the Trustee cannot be RBC or its affiliates. Borrowing against the cash surrender value of an insurance policy may subject the policyholder to financial risk, including the potential loss of policy coverage, in an event of default under the loan agreement. RBC Wealth Management is not a bank. Where appropriate, RBC Capital Markets, LLC has entered into arrangements with the Royal Bank of Canada to help facilitate and service your securities-based line of credit. <div> <hr align="left" class="msocomoff" size="1" width="33%" /> <div> <div class="msocomtxt" id="_com_1" language="JavaScript" onmouseout="msoCommentHide('_com_1')" onmouseover="msoCommentShow('_anchor_1','_com_1')"> </div> </div> </div>