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Wealth Planning Solutions

Knowing all of your assets are aligned — that's peace of mind.

By taking the time to understand what’s most important to you, we can properly evaluate your plan and implement effective wealth management strategies, aimed at the outcomes you desire.  Our commitment to you and your plan doesn’t end there. We’ll continually monitor progress toward your goals and make proactive recommendations to ensure you’re on track. Like your life and your needs, your wealth plan is always evolving.

 

Plan your future with confidence.

Make sure you’re using the right vehicles to retire when you want, how you want, while preserving a well-deserved legacy.

Optimize your cash flow

Compare current and future income sources with your spending needs and goals for a detailed understanding of your finances.

Solutions that make meaningful change

Structure your charitable plans to maximize your giving capabilities and minimize capital gains.1

Have confidence in the future of your wealth.

Protect your wealth and your legacy, ensuring your assets are used exactly as you envision while minimizing wealth transfer taxes.1

Why City National

A Dedicated Relationship Manager

Your Private Banking relationship includes personalized service and advice from a dedicated Private Banker who oversees your entire relationship with City National.

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.

Connect with us.

 

Send us your information and a member of our team will contact you to get started.

 

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1 City National Bank, its affiliates and subsidiaries, as a matter of policy, does not give tax, accounting, regulatory or legal advice. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations. You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies presented taking into account your own particular circumstances.

Non-Deposit Investment Products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value