The Woo Group RBC Wealth Management Tokyo Offers

World-Class Capabilities

RBC Wealth Management financial advisors have the flexibility to offer a comprehensive menu of products and services. Together, you can personalize our solutions to help accomplish your unique wealth management goals.

Alternative investments

· Private equity

· Managed futures

· Hedge funds

· Exchange funds

Cash management

· Cash management accounts

· Cash Sweep Options

· Electronic funds transfers (ACH)

· Online bill pay

Corporate executive and business owner solutions

· Retirement accounts for business owners

· Employer-sponsored qualified and non-qualified retirement plans

· Institutional consulting services and fiduciary services

· Deferred compensation and insurance solutions

· Full employee stock option and purchase plans

· Restricted securities, Rule 144 and Section 16, 10b5-1 plan creation and administration, stock buy backs (10b18)

Education savings

· 529 plans

· Custodial accounts (UGMA and UTMA)

· Coverdell education savings accounts

Estate planning

· Professional trustee services

· Revocable and irrevocable trusts

· Generation-skipping transfer trusts

· Business succession

Insurance and annuities

· Life insurance

· Disability insurance

· Long-term care insurance

· Fixed and variable annuities

Investments

· Mutual funds

· Stocks and bonds

· Managed accounts

· Alternative investments

· Options

Lending

· Margin lending

· Mortgages

· Lines of credit

· Commercial and small business lending

Research

· Equity

· Fixed income

· Money manager

· Mutual fund

Retirement solutions

· Individual retirement planning

· Retirement income planning

· Employer-based retirement plans