We're here to help you achieve your financial goals.
RBC Wealth Management offers multiple ways to connect for financial assistance. Clients can reach us by phone for immediate support, use secure online channels for inquiries, or visit our offices for in-person consultations with expert advisors.
For immediate assistance or to speak directly with an advisor, RBC Wealth Management provides dedicated phone lines. Our client service representatives are ready to help with account inquiries, transaction details, or to schedule a consultation. We understand that some financial matters require direct conversation, and our teams are trained to provide clear, accurate information efficiently.
You can reach our main client services line during business hours to discuss your portfolio, inquire about specific investment products, or get support with online account access. For more complex planning needs, our staff can connect you with a financial advisor specializing in areas like retirement planning or estate considerations. We prioritize secure and confidential communication on all calls.
When you need to send a detailed inquiry or prefer written communication, RBC Wealth Management offers secure online channels. Our website features a dedicated contact form where you can submit questions about services, accounts, or general financial planning. This method ensures your message reaches the appropriate department and allows for a documented exchange.
We aim to respond to all online inquiries within one business day, providing thorough and helpful answers to your financial questions.
For face-to-face discussions about your financial future, RBC Wealth Management maintains offices in various locations. Meeting in person allows for a deeper exploration of your goals and a more personalized advisory experience. Our advisors can walk you through detailed financial plans, investment strategies, and estate considerations in a private setting.
"Personalized financial planning is best built on a foundation of trust and understanding, often cultivated through direct, in-person conversations."
To find an office near you, use our online branch locator tool. You can search by zip code or city to view office addresses, contact numbers, and hours of operation. We recommend calling ahead to schedule an appointment with an advisor to ensure they are available to meet with you and have prepared for your discussion. This ensures you receive focused attention on your specific financial needs.
| Contact Method | Purpose | Response Time | Best For |
|---|---|---|---|
| Phone | Immediate assistance, account inquiries, urgent support | Instant | Quick questions, complex issues, scheduling |
| Secure Online Portal | Detailed inquiries, sensitive information exchange (for clients) | 1 business day | Documented communication, advisor contact |
| Email (General) | Non-urgent questions, general information requests | 1-2 business days | Initial contact, general service questions |
| In-Person Visit | Personalized planning, goal setting, complex discussions | By appointment | Comprehensive reviews, new client consultations |
RBC Wealth Management