Skip to main content

Wealth & Investing

What can you do with your wealth? Better yet, what can your wealth do for you? We'll help you strategically plan and invest so that your finances are working to achieve your vision.

Discover what your wealth can do.

Cover every angle of your wealth.

Create an integrated wealth plan so that every part of your financial life is working in harmony toward a common goal.

Create a vision for your investments.

Work directly with a personal Portfolio Manager to create an investment portfolio designed specifically for you.

Invest as you see fit.

Take control of how you invest your money by making trades at competitive prices with a self-directed brokerage account.1

Retire when you want, how you want.

We will leverage a disciplined planning process, modern digital planning tools and bankwide expertise to support the retirement you envision.

Protect your legacy for years to come.

As your trustee or executor, we can handle every detail of your trust and estate plan, helping you protect your assets and preserve your legacy.


Why City National Bank

A Personal Touch

We take pride in knowing what drives you, so we can help make it happen. Here, your success is a shared responsibility.

 

An Integrated Plan

Whether you're building a portfolio or choosing a trustee, we'll consider all areas of your wealth to ensure you're making the most effective financial decisions.

A Wealth of Expertise

As a City National client, you'll have access to integrated wealth capabilities from across our family of companies, including our parent company, Royal Bank of Canada.


Sy Kaufman

"Each professional comes to know and understand what my needs are, and in turn, have proven to be responsive."

 

Sy Kaufman
Founder of Crosslink Capital

 

Insights


How to Select, Protect and Communicate to Estate Beneficiaries

These are a few of the critical considerations that could influence how you select — and communicate your intentions to — your beneficiaries.

 

 

6 Factors for Determining if a Rental Property is Right for Your Portfolio

While rental properties may offer solid, long-term returns, there are also many potential headaches and unforeseen expenses that could outweigh the benefits, so it's important to weigh the time and costs against the potential returns.

How to Make Renting Your Vacation Property More Profitable

These are a few of the critical considerations that could influence how you select — and communicate your intentions to — your beneficiaries.

 

 


Client Best Interest - City National Securities

Understanding Your Relationship

City National Securities is registered with the U.S. Securities and Exchange Commission as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Our brokerage and investment advisory services and fees differ, and it is important for you to understand these differences.

 

To help you understand these differences, free and simple tools are available for you to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.


1. Brokerage Services are provided through City National Securities, Inc. (member FINRA, SIPC), a subsidiary of City National Bank.