Solutions Services Overview

  • Mutual funds
  • Stocks and bonds
  • Managed accounts
  • Alternative investments
  • Options
  • Exchange traded funds
Retirement Solutions
  • Individual retirement planning
  • Retirement income planning
  • Employer-based retirement plans
Portfolio Research
  • Equity
  • Fixed income
  • Money manager
  • Mutual fund
Cash Management
  • Cash management accounts
  • Visa® Gold Debit Card
  • RBC online bill pay
  • Check writing
  • RBC Bank Visa® Signature Credit Cards1
  • Cash sweep options
Credit and Lending
  • Securities-based lending
  • Residential and commercial real estate
Education Savings
  • 529 plans
  • Custodial accounts (UGMA and UTMA)
  • Coverdell education savings accounts
Insurance and Annuities
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Fixed, fixed index and variable annuities
Trust and Estate Planning
  • Professional trustee services
  • Revocable and irrevocable trusts
  • Generation-skipping transfer trusts
  • Dynasty trusts
Corporate Executive and Business Owner Solutions
  • Retirement accounts for business owners
  • Institutional consulting services and fiduciary services
  • Deferred compensation and insurance solutions
  • Full employee stock option and purchase plans
  • Restricted securities, Rule 144 and Sectio16, 10b5-1 plan creation and administration, stock buy backs (10b18)
  • Residential and commercial real estate
  • Business lending (SBA loans)
  • Business succession planning