Gain a fresh perspective

How we help

Let us help you take full advantage of the opportunities and benefits available to you through insurance-based solutions.

Our wealth-based approach

At RBC Wealth Management Financial Services, we’re a team of estate planning specialists and financial security advisors who focus on developing strategic insurance solutions that complement your wealth management plans.

On behalf of our clients, we collaborate with the best internal and external resources—including Canada’s leading insurance suppliers—to offer independent knowledge and advice aligned with each client’s personal and corporate needs and goals.

Whether related to the creation, protection or transfer of wealth, we partner with you, your RBC advisor and other trusted professionals to assess your wealth management needs and deliver comprehensive solutions.

Our commitment to you

The relationship we have with you is a valuable one. It’s important that you get the best advice, service and assistance possible.

“Working with RBC Wealth Management Financial Services has helped my clients gain clarity about their goals and build a strategy to accomplish them. Many of these goals are not linear; they’re complex and dynamic. They require thoughtfulness, care and understanding for the proper strategy to accomplish them.”

Brendan Somers
Portfolio Manager and Investment Advisor
Somers Private Wealth
RBC Dominion Securities Inc.

Get The Most Out Of Life®

Live the life you want for today and well into the future.

We’re passionately dedicated to helping you build and protect your wealth. Working with your trusted professionals, we can help align your wealth planning with what you want to accomplish for yourself, your family and your business.

Discover how insurance solutions can support the accomplishment of your wealth management goals.

Create additional wealth

We can show you how insurance solutions may protect against the risk of future financial loss and help generate additional retirement income or cash flow.


Protect your wealth

Explore how insurance solutions may help you protect the value of your estate and fund your estate’s tax liabilities.


Transfer your wealth

Discover how insurance solutions may help you prepare for what happens with your estate—and provide for your beneficiaries and the causes you care about—after you’re gone.


Let’s talk about your financial future

Connect with RBC Wealth Management Financial Services or speak with your RBC advisor* to learn more about insurance planning.

*Advisors at RBC Dominion Securities or RBC Phillips, Hager & North Investment Counsel can assist you with insurance planning.