Serving institutional clients

Members of the RBC Insitutional Consulting Group are recognized as leaders in serving the needs of institutional clients, including retirement plans, corporations, foundations, endowments and nonprofits.

Regardless of the size of your business or organization, we deliver the personalized service you expect. Every step of the way, we help you understand your fiduciary obligations and assist in providing the information you need to manage your responsibilities. Investment monitoring and organizational effectiveness are two of the many area we can help your organization assess and then advise on next steps to achieve your goals.

Taking a comprehensive approach, we deliver objective consulting services designed to meet the unique needs of your institution. The processes and services we offer can significantly reduce the amount of time you spend fulfilling your fiduciary obligations - as well as help you minimize your legal liabilities as a fiduciary. Plus, we're backed by the global strength and stability of RBC.

Contact us to learn more about how our institutional consulting service can help your business.

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Rely on the strength of RBC Wealth Management

  • $820 billion in assets under management worldwide (as of July 31, 2023)
  • $60+ billion in retirement plan assets
  • 5,000+ retirement plans from small businesses to Fortune 500 companies
  • Earned a 100% rating on the Human Rights Campaign Corporate Equality Index (2022)
  • Ranked for 4 consecutive years in the Refinitiv Top 100 Diversity and Inclusion Index (2022)