At RBC Wealth Management, we believe in small- and middle-market businesses. Our financial advisors, with the backing of RBC Wealth Management’s Corporate & Executive Services, find it very satisfying to watch a person grow an excellent idea, product or solution into something they can be proud of and turn into a legacy. Business owners often use employee stock ownership plans (ESOPs) to address liquidity, diversification and tax considerations in their companies while helping to resolve matters of wealth transfer and business succession. Our goal is simple: to help you grow more than wealth. An ESOP can be an effective tool to help you achieve this goal.
No matter what stage in life, you can depend on us to help you navigate the complex choices and challenges planning for the future brings. We offer wealth management solutions to help integrate all your interests—family, business, lifestyle and philanthropy. By taking a holistic approach to your financial goals, we can implement an appropriate level of asset management and coordination, while being mindful of tax and estate implications.