We take an approach to providing advisory services that focus on tailoring strategies to your unique needs and delivering the world class capabilities of RBC. Please review the breadth and depth of ways our relationship benefits you. We want you to understand that we’re on your side — from aspiration to achievement.


To understand your unique needs and deliver custom solutions and personal services
  • Identify your current financial circumstances and investment objectives
  • Understand your tolerance for risk
  • Analyze potential sources of financial risk
  • Assess previous investment experiences
  • Establish investment and wealth management goals for you 

Wealth management services

To address all aspects of your financial life
  • Access to full suite of global wealth management solutions such as investment management, cash management, insurance and annuities, trust services, and credit and lending facilities
  • Personalized wealth management plan, if needed
  • Retirement planning advice
  • Advice for business owners
  • Customized asset allocation and portfolio recommendations designed to meet your investment goals
  • Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans as appropriate

Research and information services

To help you be well-informed about your investments
  • Access to the broadest global research, including RBC Capital Markets, Standard & Poor’s, Argus and Credit Suisse
  • Research, commentary and information on specific holdings, markets or economies
  • Consistent, in-depth global research on investment managers, funds and alternative investments

Investment solutions

To help you build, preserve and enjoy your wealth
  • Full range of stocks, bonds, mutual funds and exchange traded funds
  • Alternative investment products and derivatives
  • Third-party professional investment managers and portfolios backed by world class research Separately managed accounts and proprietary and third-party model portfolios
  • Education, retirement planning and retirement income solutions
  • Banking, credit and lending solutions 


To help you track your progress toward your financial goals
  • Monitor your RBC portfolio based on your indicated risk tolerance
  • Rebalance portfolio as needed
  • Ongoing advice from your financial advisor


To help you review your progress toward your financial goals
  • Monthly statements when there is trading activity in your accounts
  • Annual consolidated tax reporting
  • Quarterly performance reporting available
  • Secure online account access including exclusive investment research, quarterly market outlook, RBC Capital Markets research, customized watch lists and more

We appreciate the opportunity to earn your trust.

Thank you for choosing us to help you accomplish your financial goals. As a global leader in wealth management, we are dedicated to responsibly managing the assets clients entrust to our care and putting clients first.