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Financial Planning


Our Commitment

Specializing in estate and trust services for over a century, our clients include individuals, their families and businesses.

Our estate and trust professionals work closely with you to develop customized solutions, ensuring your needs are fully understood, continually evaluated and met.

Our goal is to help ease the burden for your friends and loved ones left behind by offering expertise, professionalism, empathy and understanding. We also provide you with the benefit of an impartial presence in the administration of the estate.

Our estate and trust solutions include:

  • Executor* services
  • Estate settlement
  • Trustee services
  • Inter-vivos and testamentary trust solutions
  • Will and estate planning
  • Tax services
  • Consolidated reporting service
  • Retirement compensation arrangements
  • Trusts for First Nations
  • Escrow services
  • Bare Trustee services
  • Power of Attorney services
  • Investment administration
  • Security Plus investment solution

In addition to the above services, through the RBC network, we can provide access to all aspects of comprehensive wealth management, including banking, investment management and brokerage.

We're here to help in any way we can

RBC Estate and Trust Services has been meeting the needs of Canadians for more than 100 years. Contact us today to find out how we can meet your needs.

Talk to an estate and trust professional today

* In Quebec, “liquidator”, in Ontario, “estate trustee with a will.”

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