Skip Header Navigation

Home > Personal Wealth Management >

Real Stories

Turning Possibilities Into Reality

Every year, our financial advisors help individuals and families overcome challenges, seize opportunities and simplify their lives. Read a sampling of real client stories for a glimpse of how we work with you to help you achieve your goals and dreams.

Taking care of family business

Read how the Reynolds* family was able to minimize estate taxes and manage inherited assets.

Read the story

Creating a more efficient estate plan

See how Jean* improved her ability to give generously to her children and live well in retirement.

Read the story

Financing a vacation home

Nancy* wanted to purchase a vacation home, but the timing wasn’t great. Find out how her financial advisor helped her realize this dream.

Read the story


A privileged partnership

Our advisors consider it a privilege to help you build, preserve, enjoy and share your wealth.

 Find an Advisor  


* While these stories are real, they are for informational purposes only. They have been prepared for general viewing without regard to the individual financial circumstances and objectives of the individuals reading them. Individual circumstance and outcomes vary and the investments or services contained in these stories may not be suitable for you.

You are on: Advisor Locator

You are on: Branch Locator

Enter ZIP Code:


Deep resources

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

 Learn more


Client satisfaction

Eighty percent of clients responding to our client survey agree that RBC Wealth Management is an easy place to do business.

Source: 2010 Client Survey

  Learn more