New guidebook on special needs planning
Help your loved one living with a disability live their best life with our wealth insights guidebook on special needs planning. This guide has tips to help you develop a customized plan for your family member or other loved one who is living with a disability.
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Plan for growth
“I want to save for the future and build my wealth.“
We’ll work with you on wealth-building strategies that focus on what’s important to you, your needs and your plans for your family or business.
Preserve your wealth
“I want to be prepared for life’s occasional surprises.“
Change is inevitable—and we can help you plan for it. We’ll guide you through ways to help maintain and preserve your wealth, so you can protect your legacy.
Live empowered
“I want to live life to the fullest, today and into the future.“
We’ll help you manage the competing needs of today, your goals for tomorrow and your retirement. With a plan in place, you can have the confidence to get there.
Support what matters
“I want to support the people and causes that I care about.“
Your wealth can let you do more for others. Whether it’s funding education, providing care for loved ones or philanthropic giving, we can help you give purposefully.
A values-based approach to your wealth
Tailored
We take the time to understand your unique values, concerns and aspirations. Like you, we believe the greatest returns are realized when you grow more than wealth.
Long-term management
Creating your plan is just the beginning. We’ll guide you through opportunities, changes and challenges as they happen—from generation to generation
Stable
As an RBC Wealth Management client, you can benefit from the financial stability and strength of a truly global institution. Our firm is built on a heritage of integrity and unwavering client dedication.
US$3.09 trillion
RBC Wealth Management global assets under administration as of July 31, 2024
Resourceful
Make informed decisions about your wealth. Our personalized approach includes top-tier investment insights, proactive solutions and a professional, dedicated team to serve your unique needs.
4,800
Financial consultants, advisors, private bankers and trust officers to serve you worldwide, including approximately 2,100 financial advisors in the U.S.
Access your complete financial picture at your convenience
Know your Total Wealth at a glance, monitor your RBC WealthPlan progress, stay up to date on the markets, move your money and more—securely on your computer, tablet or mobile device, 24/7. RBC Wealth Management Online puts you in control.
Our insights
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Analysis 5 minute read – How tariff policy unpredictability is rippling through U.S. Treasury bondsExperience more
Take the next step in your career with us. Make a meaningful difference in the lives of clients in a culture that welcomes and respects your contribution. At RBC Wealth Management, our commitment to helping clients reach their financial goals is at the heart of everything we do.
As part of our team, you’ll earn more than financial rewards. You’ll receive career-advancing training, flexible benefits and a wealth of opportunities—in an environment that values diversity, inclusion and community support.
The amount of support that I have received at RBC Wealth Management—both for my personal development as well as in my career—has been unmatched. It’s a very supportive environment.
Vikesh Nemani
Chief Administrative Officer
RBC Wealth Management–U.S.