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World-Class Capabilities

RBC Wealth Management financial advisors have the flexibility to offer a comprehensive menu of products and services. Together, you can personalize our solutions to help accomplish your unique wealth management goals.

Alternative investments

  • Private equity
  • Managed futures
  • Hedge funds
  • Exchange funds

Cash management

  • Cash management accounts
  • Cash Sweep Options 
  • Electronic funds transfers (ACH)
  • Online bill pay

Corporate executive and business owner solutions

  • Retirement accounts for business owners
  • Employer-sponsored qualified and non-qualified retirement plans
  • 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)

Education savings

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

Estate planning

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

Insurance and annuities

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


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


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


  • Equity
  • Fixed income
  • Money manager
  • Mutual fund

Retirement solutions

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

Important disclosure information about Mortgages and Trust Services.

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Deep resources

Your financial advisor has access to leading-edge market research and a highly skilled team of multidisciplinary experts in our global network.

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RBC Rollover IRA

Benefit from having an experienced professional help you build your retirement nest egg.

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Explore an innovative credit solution

Gain access to the liquidity you need while keeping your portfolio assets working toward your long-term goals.

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