How will you know you have the right game plan?

Planning for your financial future isn't about filling in the blanks. It's about knowing what you want and working with a trusted partner who can help you get there. At RBC Wealth Management, we help you create a wealth plan that moves you toward your goals.

Seek professional advice in determining your exit strategy

If you're considering an ESOP, MBO, or IPO for your business, it's important to take into account the complexity and time involved in planning and executing either type of deal successfully.

Hire a team of advisors - a CPA; a financial planner; an attorney with expertise in business, tax and estate planning; an ESOP consultant; an investment banker; an independent business valuation professional; an insurance agent; key employees - to help you consider all factors and options and design a successful plan.

The Business Exit Planning Advisors, Corporate & Executive Services, and City National Bank private bankers can help facilitate your desired exit strategy.

Read here for more information.


Customized solutions for business owners

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, we are committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact us today to discover how we can be of service to you.

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.