Cash Management

  • Cash management accounts
  • Money market and FDIC cash sweeps
  • Electronic funds transfers (ACH)
  • Online bill pay

Investments

  • Mutual funds
  • Stocks and bonds
  • Managed accounts
  • Alternative investments
  • Options

Retirement Solutions

  • Individual retirement planning
  • Retirement income planning
  • Employer-based retirement plans 

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 and variable annuities

Lending

  • Margin lending
  • Mortgages
  • Lines of credit
  • Small business lending

Estate Planning

  • Professional trustee services
  • Revocable and irrevocable trusts
  • Generation-skipping transfer trusts
  • Business succession

Research

  • Equity
  • Fixed income
  • Money manager
  • Mutual fund

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 Section 16, 10b5-1 plan creation and administration, stock buy backs (10b18)
Disclosures

Ken Cerruto, NMLS # 1609643, Scott Ramo, NMLS # 1566492, and Todd Watson, NMLS # 1540789 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.