High net-worth focus Target high-net-worth individuals and families with investable assets of $5 million or more, presenting an opportunity to upsell discretionary wealth management services and family office solutions.

Boutique strength Position RBC PH&N as a personalized, boutique-style service backed by RBC’s scale and global reach, appealing to clients seeking tailored investment management with robust institutional backing.

Integrated solutions Leverage cross-sell potential withFamily Office Services including private banking, estate planning, trusts, and business succession planning to provide comprehensive wealth management packages.

Digital capability Utilize and showcase the tech stack (Cloud, CRM, data analytics, and collaboration tools) to enhance client experience, reporting, and secure communications as a differentiator in digital onboarding and servicing.

Market positioning Differentiate from competitors by emphasizing stability and global reach within Canada’s largest financial institution, targeting conversations with corporate executives, business owners, and not-for-profits seeking sophisticated, integrated wealth solutions.