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Private Banking

Access to Experts

 

Through your private banker you have access to the collective expertise within RBC Financial Group — including the U.S. and our global network in more than 22 key international financial centres.

Drawing on specialists in the areas of investments, business banking, trusts and estate planning, your private banker can provide a complete financial strategy for you, your family and your business.

If appropriate, your private banker will introduce you to an investment specialist who can provide full-service management or, if you prefer a more active role, specialized investment advisory services. If you would like to manage all or a portion of your investment portfolio yourself, our direct investing group provides a comprehensive range of investment products and tools online.

Your private banker can also bring in a trust specialist who, working closely with your key advisors, can assist in the development of a customized estate plan, designed to help preserve your wealth and minimize the tax burden of your estate. Trust specialists can also assist with the administration of estates, personal holding companies and foundations, as well as the setup and administration of domestic and international trusts.

If you require customized financial solutions for your business, your private banker can introduce you to a business banking account manager who exclusively works with a range of products and financial solutions to meet the needs of your business.

You can find out more about our Tailored Private Banking Services, or if you prefer you may contact us.

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