We Can Help You Plan for the Future We Can Help You Plan for the Future

As a business owner, you have unique challenges and opportunities when it comes to your wealth. From managing your tax burden to planning your retirement and creating a legacy, it’s important to have the right strategies in place. At RBC, we can help, by providing advice, solutions and expertise to help you protect and enjoy all that you’ve achieved.

Complimentary Advice

Get help with the important (opens modal window) personal and professional decisions you face during a complimentary session with a wealth management expert.

A Team Approach

We’ll work as a team—and alongside your trusted advisors—to identify your needs and build an integrated strategy to help you reach your goals.

A Wide Range of Solutions

Specialists across RBC will provide the ideal solutions to meet your personal and business banking, wealth, estate planning and other needs.

Complimentary Advice

Get help with the important personal and professional decisions you face during a complimentary session with a wealth management expert.

A Team Approach

We’ll work as a team—and alongside your trusted advisors—to identify your needs and build an integrated strategy to help you reach your goals.

A Wide Range of Solutions

Specialists across RBC will provide the ideal solutions to meet your personal and business banking, wealth, estate planning and other needs.

The Solutions You Need—from Banking to Wealth and Estate Planning The Solutions You Need—from Banking to Wealth and Estate Planning

Your dedicated RBC account manager can introduce you to experts in the following areas to help address your complete financial picture.

diagram of different business owner solutions, described in the following section

Many business owners have complex personal banking and credit needs. Our Private Banking team can manage these details for you, getting to know your unique needs and goals to offer you:

  • Convenient banking and cash management services
  • Specialized credit strategies and solutions
  • U.S. banking and credit options
  • And more
(opens in a new window)Explore RBC Private Banking

Achieve your personal, family and business goals through a full range of customized investment solutions. Depending on your needs and preferences, an accredited RBC investment professional can make day-to-day investment decisions on your behalf—or work alongside you to help guide your decisions.

(opens in a new window)Explore RBC Investment Management Solutions

You make decisions every day that affect the success of your business and the people who depend on it. We can help, by consulting with you on some of the biggest decisions you face, including:

(opens in a new window)Learn more about business owner planning

You’ve worked hard to build your business and provide a good life for your family. RBC Wealth Management can help you grow, manage and protect your wealth through:

  • Tax minimization strategies
  • Custom financial planning
  • Multi-generational wealth transfer solutions
  • And much more
(opens in a new window)Explore RBC Wealth Management

Align your plans with your wishes and the legacy you envision—personally and professionally. Depending on your needs, RBC Wealth Management can:

  • Review your existing Will and estate plan to ensure they meet your wishes and objectives
  • Create a (opens in a new window)business succession plan that positions you, your family and your business for the best possible outcome

  • Recommend options for charitable giving
  • And much more
(opens in a new window)Learn more about estate and Long-Term Financial planning

Discover and Learn

Three Will and Estate Planning Facts That Will Surprise You

Total Retirement Planning: How to Prepare for More Than the Money

Tips for Building a Career Path Outside of the Family Business

Ready to Get Started? Ready to Get Started?

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1-800-769-2520

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