Where will wealth take you?

Since 1864, The Royal Bank of Canada (RBC) has existed to be stewards of our clients' wealth. But as times change, so do the needs of our clients and the ways in which wealth can be fostered. With that in mind, we understand that to help simplify our clients' lives and be better advocates, we needed to expand our offerings to include complex investment and estate strategies, legacy planning and a suite of global concierge services that meet not only our wealthiest clients' needs, but continuously work to deliver the highest level of service.

Introducing RBC Echelon, a premiere wealth planning experience for those who know that significant wealth is only as powerful as the intention behind it. Combining curated lifestyle services, deep financial expertise and a dedicated team who understands the full complexity of your life, Echelon is designed for those who want to steward their wealth with the same care and intention with which they built it—because the people you love, and the causes you care about, deserve everything we have.

RBC Echelon advisor meeting with client

Supported by expertise

As an RBC Echelon client, you are backed by more than just your financial advisor. Whether it is wealth planning, complex investment strategies including exchange funds, concentrated stock solutions and alternative investments, estate planning strategies, annuities, insurance or banking and liquidity solutions, your client strategies team is a collection of over 50 subject matter specialists who are dedicated to supporting you as you plan for your future, helping to ensure you get the specialized strategies you need to protect your legacy.

All wealth is not created equal and there isn't a one-size-fits-all solution. As one's wealth grows, often the complexity behind the planning and the asset structure requires specialized knowledge. That is why we designed the private wealth solutions team to support the needs of our RBC Echelon clients.

Your RBC Echelon Private Wealth Solutions Team

  • RBC Echelon strategist
  • Wealth strategist
  • Retirement consultant
  • Wealth planning consultant
  • Wealth management consultant
  • Insurance and annuity consultant
  • Credit consultant
  • Banking advisor
  • Trust consultant
  • Fixed income business development

What is your vision for this lifetime and beyond?

Working with you to create a structured plan is the most important step in ensuring the preservation, growth and management of your wealth. Growing intentional considerations, changing family dynamics and planning for future generations requires sophisticated strategies to protect your assets in order to support your near-term priorities and realize your vision for the future.

Lifetime

Supporting your preferred way of life.

  • Access to specialty investment products
  • Art and collectible advisory*
  • Bill pay services*
  • College preparatory and college search services*
  • Private health advisory*
  • Lifestyle services
  • Strategic liquidity solutions
  • Private aviation*
  • Security solutions

Legacy

Preserving wealth across generations.

  • Estate planning services
  • Family dynamics*
  • Trust services
  • Multi-generational family meetings
  • Family purpose alignment
  • Philanthropy
  • Next-gen education
  • Succession planning

Impact

Advancing your passions and making a meaningful impact.

  • Impact investments
  • Philanthropy*
  • Advocacy
  • Charitable vehicles

*Services provided by 3rd parties

Discover where your wealth can take you

Take an informed, personalized approach to managing your wealth with RBC Wealth Management.

Contact us

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