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We Can Help You Plan for the Future We Can Help You Plan for the Future
As a business owner, you have unique challenges and opportunities when it comes to your wealth. From managing your tax burden to planning your retirement and creating a legacy, it’s important to have the right strategies in place. At RBC, we can help, by providing advice, solutions and expertise to help you protect and enjoy all that you’ve achieved.
Complimentary Advice
Get help with the important (opens modal window) personal and professional decisions you face during a complimentary session with a wealth management expert.
A Team Approach
We’ll work as a team—and alongside your trusted advisors—to identify your needs and build an integrated strategy to help you reach your goals.
A Wide Range of Solutions
Specialists across RBC will provide the ideal solutions to meet your personal and business banking, wealth, estate planning and other needs.
Complimentary Advice
Get help with the important personal and professional decisions you face during a complimentary session with a wealth management expert.
A Team Approach
We’ll work as a team—and alongside your trusted advisors—to identify your needs and build an integrated strategy to help you reach your goals.
A Wide Range of Solutions
Specialists across RBC will provide the ideal solutions to meet your personal and business banking, wealth, estate planning and other needs.
The Solutions You Need—from Banking to Wealth and Estate Planning The Solutions You Need—from Banking to Wealth and Estate Planning
Your dedicated RBC account manager can introduce you to experts in the following areas to help address your complete financial picture.
Access the business credit, cash management and other solutions you need to grow, manage or transition your company. We can help you choose from a wide range of:
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(opens in a new window)Business Operating and Investment Accounts
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(opens in a new window)Solutions for Payments and Receiving Funds
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(opens in a new window)Business, Commercial and Corporate Credit Cards
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(opens in a new window)Trade Finance and Foreign Exchange Solutions
Many business owners have complex personal banking and credit needs. Our Private Banking team can manage these details for you, getting to know your unique needs and goals to offer you:
- Convenient banking and cash management services
- Specialized credit strategies and solutions
- U.S. banking and credit options
- And more
Achieve your personal, family and business goals through a full range of customized investment solutions. Depending on your needs and preferences, an accredited RBC investment professional can make day-to-day investment decisions on your behalf—or work alongside you to help guide your decisions.
(opens in a new window)Explore RBC Investment Management SolutionsYou make decisions every day that affect the success of your business and the people who depend on it. We can help, by consulting with you on some of the biggest decisions you face, including:
- Recommending products and solutions to take you to the next stage, whether you want to grow, sell or plan your next adventure
- Contingency planning—in case you’re ever unable to run your business
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Enhancing retirement benefits for yourself and your employees through (opens in a new window)individual and company pension plans
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Options for selling, exiting or (opens pdf in a new window)transitioning your business
- And more
You’ve worked hard to build your business and provide a good life for your family. RBC Wealth Management can help you grow, manage and protect your wealth through:
- Tax minimization strategies
- Custom financial planning
- Multi-generational wealth transfer solutions
- And much more
Align your plans with your wishes and the legacy you envision—personally and professionally. Depending on your needs, RBC Wealth Management can:
- Review your existing Will and estate plan to ensure they meet your wishes and objectives
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Create a (opens in a new window)business succession plan that positions you, your family and your business for the best possible outcome
- Recommend options for charitable giving
- And much more
Discover and Learn
Three Will and Estate Planning Facts That Will Surprise You
Total Retirement Planning: How to Prepare for More Than the Money
Tips for Building a Career Path Outside of the Family Business
Ready to Get Started? Ready to Get Started?
How many employees do you have?
Personal and Professional Decisions You Can Discuss with Us Personal and Professional Decisions You Can Discuss with Us
Here are a few examples of questions we can talk through during your complimentary planning session:
- How do I accurately value my business?
- What tax strategies are right for my company?
- How should I plan my exit strategy?
- How do I save for my long-term retirement while supporting my business growth?
- How do I save enough to enjoy the retirement I want?
- How do I effectively plan to transition my business to family members while still being able to take a salary or a lump sum for my retirement?
- Should I sell my business or pass it down?
- Do I have enough saved to enjoy the retirement I want?
- How can I enhance benefits for myself or my employees?