A disciplined approach

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. It combines sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

  • Understanding your financial objectives — Listen to understand you and your financial objectives.
  • Gathering your current financial information — Gather specific information on your financial picture.
  • Developing smart, time-tested strategies — Analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing thoughtful and creative solutions — Develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service — Regularly review your situation to help ensure your financial objectives are being met.


Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

RBC Wealth Management Online

Download the app

Connecting with us and checking on your accounts is easier than ever with our new mobile app, available for free on the App Store and Google Play. You'll have the freedom and flexibility to view your total portfolio, check account balances, see market performance at-a-glance, and more.

Students in classroom

Resources to help young people learn about money management

To help prepare young people for building a secure financial future and avoid potentially dangerous mistakes, they need easy access to knowledge that's relevant to them. That's why we've collaborated with EVERFI®, an education technology company to provide timely and engaging resources.

Learn more

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
Read more (SECURE 2.0 Act)

Fraud and scam recovery guide
Fraud and scam recovery guide