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About RBC Wealth Management HNW_NRG_C_Inset_Mask About RBC Wealth Management RBC Wealth Management provides access to a full suite of banking, investment, asset management, trust, insurance, credit/lending and other wealth management solutions. Our clients are financially successful individuals and families, businesses and institutional investors from North America to Southeast Asia. Globally, there is a combined total of more than US$997 billion in assets under administration as of April 30, 2021, and approximately 4,800 financial consultants, private bankers and trust officers. Today, RBC Wealth Management is recognized as a Top 10 global wealth manager by assets.* Helping you reach your helping you fulfill your sense of financial support to worthy causes financial goals purpose through your wealth in communities across the country At RBC Wealth Management, we take as it is about achieving your where we live and work. This the time to understand your goals financial objectives. includes industry leadership promoting clean water and and offer wealth solutions to help Building wealth — Invest for diversity and inclusion initiatives. you realize your life vision. We know retirement and other important what’s important—the success of financial goals. your family, personal aspirations and Services for individual investors the legacy you want to leave behind— Preserving wealth — Feel confident about your future financial security. RBC Wealth Management offers and we manage your wealth in a way thousands of investment products, that reflects your unique values. Enjoying wealth — Manage cash, including many local, regional use credit and lending facilities and international investment Why investors choose RBC and create a steady income. opportunities that may not be Wealth Management Sharing wealth — Create a available from other firms. In the U.S., When it comes to helping you manage meaningful legacy for the loved it has approximately 1,900 financial your wealth, our character counts. ones and causes you care about. advisors operating in 176 locations in As a client, you will work with a 42 states. RBC Wealth Management Business wealth management company with deep resources, a also serves high-net-worth individuals — Accomplish a wide variety of reputation for putting the interests and institutional clients worldwide business financial objectives. of clients ahead of our own and a with businesses in Canada, the U.K. passion for helping transform the and emerging markets. lives of the people we serve. When you invest in the community, everyone gains For more information, visit www.rbcwealthmanagement.com What you can expect We also believe that responsibly managing the wealth entrusted to Our professional financial advisors us by clients goes beyond financial deliver the customized strategies stewardship. That is why we are and attentive service you deserve. proud to provide volunteer and The experience is as much about Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Page 2 of 2 About RBC Wealth Management, continued Asset management services Services for independent brokers, wealth management firms, financial professionals institutional investment firms and RBC Global Asset Management is a dually registered firms. North American-based asset manager RBC Clearing & Custody provides with global scope and industry- clearing, custody and execution In addition to processing leading management capabilities. services to a variety of broker- transactions, maintaining records The RBC Global Asset Management dealers, including full-service wealth and fulfilling back office needs, a group of companies has over US$749 management firms, traditional retail state-of-the-art technology suite billion in assets under management brokerages, insurance agencies, and product platform is available to worldwide as of April 30, 2021. institutional investment firms and help financial professionals and their FinTech businesses. clients accomplish a broad range of For more information, visit It also provides custody services wealth management goals. www.rbcwealthmanagement.com and a sophisticated wealth For more information, visit management and brokerage platform www.rbccorrespondentservices.com to a variety of registered investment and www.rbcadvisorservices.com advisors, including “breakaway” *Quarterly earnings release (10-Q) from peer firms. © 2021 RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. 21-01-01649_0147 (07/21).
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