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

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

Lending
- Margin lending
- Mortgages
- Lines of credit
- Commercial and small business lending

Research
- Equity
- Fixed income
- Money manager
- Mutual fund

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