Personalized advice. Attentive service.

Living a full life today while preparing financially for the future is a balancing act. As an RBC Advantage® client, you may benefit from our advice-based approach that will help you accomplish what matters most to you.

Our services include:

  • Recommendations and a wealth plan
  • Responsive support for all of your questions and requests
  • Planning for retirement, education and major purchases
  • Digital tools that provide you easy access to account details and research
  • Access to a variety of investment solutions and services, including credit strategies and Roth IRA conversions

With our help, you can feel confident that your path to financial well-being is both firm and well-marked. Together, let’s take the next step toward your tomorrow. Contact us today to learn more or schedule an introductory meeting.

Learn more about RBC WealthPlan

Current Time 0:00
Duration 1:22
Loaded: 12.06%
Stream Type LIVE
Remaining Time 1:22
 
1x
    • Chapters
    • descriptions off, selected
    • en (Main), selected

    advisor meeting

    Developing an approach that's right for you

    Our holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. We combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:
     

    From realizing your dreams to building the lifestyle you envision for your family, we help you grow your wealth in order to provide resources necessary to accomplish what matters most to you.

    Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning services and insurance solutions can help you feel secure about the future.

    Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a customized plan that helps you anticipate adjustments and build confidence in your future.

    Beyond building and enjoying your wealth, we work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy

    Global Insight Monthly

    Global Insight Monthly cover - April 2025

    Global equities: a confluence or possibilities

    Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

    Let's start the conversation

    If you want to discuss your portfolio or have financial questions, please fill out the below form.

    To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

    *Required fields

    Contact us

    We are here to help keep you informed and educated about your investments.

    Learn more about our team >

    If you have requests, questions, or suggestions, please contact us.

    RBC Advantage

    866-791-2743
    7:30 am - 6 pm (Central)
    rbcadvantage@rbc.com

    Register for online access to your account - Register Now

    Latest Insights

    Chess

    Monetary policy possibilities

    The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

    Read more
    Mother and teen daughter discuss finances

    College or retirement? How to save for your child’s future without disrupting yours

    Why saving for retirement should be a priority over paying for a child's education.

    Read more

    Create your retirement paycheck

    RBC Retirement Paycheck Wealth Insights ReportA personalized retirement income plan can give you confidence and clarity by identifying your assets and available sources of income - along with their tax implications - to help create a secure retirement paycheck. In this Wealth Insights guide we’ll help you create your personalized retirement paycheck.

    Download the RBC Retirement Paycheck Wealth Insights guide

    Wealth insights guide for young professionals

    Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

    Download Money matters for young professionals wealth insights guide

    Disclosures

    IMPORTANT: The projections or other information generated by RBC WealthPlan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. 

    Read additional advisor disclosures.