Our Solutions and Services

With RBC Wealth Management, you have access to a complete range of solutions and services that can help you meet your specific financial goals — exactly what you'd expect from a leading financial services company.

Cash Management
• Cash management accounts
• Money market funds
• Electronic funds transfers (ACH)
• Online bill pay

Investments
• Mutual funds
• Stocks and bonds
• Managed accounts
• Alternative investments
• Options

Retirement Solutions
• Individual retirement planning
• Retirement income planning
• Employer-based retirement plans

Education Savings

• 529 plans
• Custodial accounts (UGMA and UTMA)
• Coverdell education savings accounts

Insurance and Annuities

• Life insurance
• Disability insurance
• Long-term care insurance
• Fixed and variable annuities

Lending

• Margin lending
• Mortgages
• Lines of credit
• Commercial and small business lending

Estate Planning

• Professional trustee services
• Revocable and irrevocable trusts
• Generation-skipping transfer trusts
• Business succession

Research

• Equity
• Fixed income
• Money manager
• Mutual funds
  
  Corporate Executive and Business Owner Solutions
• Retirement accounts for business owners
• Institutional consulting services and fiduciary services
• Deferred compensation and insurance solutions
• Full employee stock option and purchase plans
• Restricted securities, Rule 144 and Section 16, 10b5-1 plan creation and administration, stock buy backs (10b18)

Mortgages are financed by RBC Bank, a licensed mortgage lender, Capital Advisors, or by PHH Mortgage Services. RBC Wealth Management is not acting as a mortgage broker or lender. RBC Wealth Management and RBC Bank operate as separate entities and are registered trademarks of Royal Bank of Canada, which operates under the brand name RBC.

Trust services are provided by third parties. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.