Investment Solutions and Services Overview
At RBC Wealth Management, you have access to a complete range of products that can help you meet your specific financial goals.

Investment Accounts
Fee-Based Accounts
Money Manager Programs
Cash Management Accounts
Stock Option Accounts
Margin Accounts

Equities (Stocks)
Exchange Listed Stocks
IPOs
Research Reports

Fixed Income Securities
CDs
Corporate Bonds
Government Bonds
Tax Free Municipal Bonds
High Yield Bonds
Preferred Securities
U.S. Treasury and Agency Bonds
Zero Coupon Bonds

Diversified Investments
Mutual Funds
Fixed Annuities
Variable Annuities
Indexed Annuities
Alternative Investments
Exchange Traded Funds
Closed-Ended Funds
Structured CDs
Structured Notes

Retirement Accounts
Traditional and Roth IRAs
SEP IRAs
SIMPLE IRAs
401(k) and Roth 401(k) Plans
Profit Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Defined Benefit Pension Plans
Retirement Plan Rollovers

Educational Savings Accounts
College 529 Plans
Coverdell Education Savings Accounts
Custodial Accounts (UGMA and UTMA)

Asset Protection
Life Insurance
Long-Term Care Insurance
Disability Insurance
Buy/Sell Agreements
Key Employee Insurance

Estate Planning
Professional Trustee Services
Revocable and Irrevocable Trusts
Business Succession Planning

Lending Solutions
Mortgages
Lines of Credit
Commercial and Small Business Lending