About Kate Elizabeth Kurz Wealth Management

Tailored

Your values, needs and goals are unique. We take the time to understand them so we can create a strategic wealth plan that reflects what’s important to you.
At RBC Wealth Management, we believe the greatest returns are realised when you grow more than wealth. Your aspirations may involve your family, your business or the legacy you want to leave. We can help you navigate opportunities, changes and challenges as they happen.
How We Help
Become a Client

Strong


When you choose us as your wealth management partner, you benefit from the financial stability and strength of a truly global institution

As an industry leader with a strong balance sheet, proactive risk management and a solid liquidity position, we continue to evolve, grow and set new standards. Our heritage of integrity and unwavering client dedication continues to guide our progress.

Our core asset is our people and the relationships they build with our clients.

At RBC Wealth Management, you’ll enjoy personal service and customised solutions – supported by local teams and a global network of professionals.

The success of our clients motivates us and fuels our innovation. We’re honoured to be recognised for our collective efforts.

Resourceful


Clients rely on our in-depth knowledge and experience to help achieve their goals. Our customised approach includes leading investment insights, proactive solutions and personal, dedicated support from a global team.

As an RBC Wealth Management client, we can support you in accessing our broad network of legal, tax, insurance and accounting partners. We collaborate with local and global experts to meet your unique needs.

Every step of the way, we help you make informed decisions based on your needs, our insights and analysis of factors and trends.

Browse our insights

Everything we do has an impact – our teams, colleagues and clients work together on charitable initiatives to help make a difference. Our efforts focus on key areas to encourage and empower our communities.

We look for opportunities to lend our time, talent and resources to inspire positive change.

Thoughtful


At RBC Wealth Management, wealth refers to more than an individual’s finances. It also includes a sense of well-being, belonging and prosperity in the communities where we live and work.

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