Personal Wealth Solutions

Personal wealth management for business owners and executives.

As owners and executives, you often have to make complicated personal financial decisions that are tied to the success of your business. You may need to:

  • Preserve wealth for children and grandchildren
  • Ensure insurance plans fully cover your business, your family and yourself
  • Upgrade your lifestyle

At RBC Royal Bank we know that your business and personal financial goals connect … let’s make that work better for you. Through our affiliates who provide a diverse range of products and services, our Relationship Managers and in-house specialists can integrate your business and personal finances.

 

  Solutions
Saving for retirement outside of your organisation’s or government’s plan.
  • Full Service Brokerage
  • Annuity or Deferred Tax Savings Plans
  • Discretionary Investment Solutions
Planning the hard stuff.
  • Life insurance plans, health and critical illness with hospitalisation
Automatically liquidating debt in the event of death.
  • Term Insurance Policy assigned to bank
Ensuring that major expenses - home and car expenses repairs or purchases etc. are dealt with while still running your business or receiving salary.
  • Home renovation
  • Home Equity Loan
  • New/Used Car Loan
  • Consumer Loan
Paying off debt before retirement.
  • Debt consolidation
Protecting your estate.
  • International Trust and estate planning
  • Will preparation
  • Probate estate administration
  • Trusteeship and administration of personal Funds and Settlements
Safekeeping of important documents and cherished possessions.
  • Safety deposit envelopes and boxes
    RBC offers you a safe, secure, convenient, and confidential place to keep your valuables and important documents.
    Features and Benefits:
    • Choice of four different size boxes - Option to choose size which best suits your needs.
    • Two keys supplied per box - Added protection of having an extra key in the event one happens to be lost.
    • Store valuables and important documents in a safe, secure and confidential banking area - Peace of mind knowing your valuables are protected from burglary fire or other disaster.
    • Rental collected annually - Eliminates worry of having to budget for monthly rental payments.
    • 24 visits per annum without additional cost - Provides access when required.
  • Escrow Agent

 

 

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