You and your financial goals are unique. That’s why we use a customized approach for each client, while taking advantage of the wealth of resources at RBC. No matter the stage in your financial journey, we’re here to help you grow and prosper.


  • Cash management accounts
  • Mutual funds
  • Stocks and bonds
  • Managed accounts
  • Alternative investments
  • Options
  • Exchange traded funds

Financial planning

  • Goals based wealth planning
  • Individual retirement planning
  • Retirement income planning
  • 529 plans
  • College planning

Trust and estate planning

  • Corporate trustee services
  • Revocable and irrevocable trusts
  • Generation skipping transfer trusts
  • Dynasty trusts
  • Charitable giving


  • Security-based lending
  • Home mortgages
  • Commercial real estate
  • Equipment leasing
  • CNB Visa Crystal credit card

Risk management

  • Term, whole and universal life insurance
  • Disability insurance
  • Long-term care insurance
  • Variable, fixed and income annuities

Corporate and executive services

  • Investment banking, equity and debt underwriting, IPOs
  • Employee stock plan consulting and implementation
  • Deferred compensation and insurance solutions
  • Restricted securities transactions
  • Hedging and monetization strategies
  • Affiliate trading programs (10b5-1 plans)
  • Liquidity strategies for concentrated holding