The Garnet Group - our products & services

The Garnet Group

Our Products & Services
With RBC Wealth Management, you have access to a complete range of products that can help you meet your specific financial goals — exactly what you'd expect from a leading financial services company.

Investment Accounts

Money Manager Programs
Mutual Fund Wrap Programs
Fee-Based Accounts
Cash Management Accounts
Margin and Option Accounts

Equities (Stocks)

Exchange-Listed Stocks
Over-The-Counter Stocks
New Issue Stocks
Research Reports

Fixed Income Securities

Certificates of Deposit (CD)
Convertible Bonds
Corporate Bonds
Government Bonds
High Yield Bonds
Mortgage-Backed Securities
Municipal Bonds
Preferred Securities
U.S. Treasury and Agency Securities
Zero Coupon Bonds

Diversified Investments

Mutual Funds
Annuities (Fixed and Variable)
Unit Investment Trusts
Alternative Investments
Exchange Traded Funds
Closed End Funds

Retirement Plans

Traditional and Roth IRAs
Traditional and Roth 401(k) Plans
SEP Plans
SIMPLE Plans
Profit Sharing Plans
Money Purchase Pension Plans
403(b) Plans (non ERISA Plans)
Defined Benefit Pension Plans
Qualified Plan and IRA Rollovers

Educational Savings Programs

Section 529 Plans
Coverdell Education Savings Account
Custodial Accounts (UGMA and UTMA)

Asset Protection

Life Insurance
Disability Insurance
Long-Term Care Insurance
Buy/Sell Agreements
Exchange Funds

Estate & Gifting Options*

Lifetime Gifts
Revocable and Irrevocable Trusts
Generation Skipping Transfer Trusts

Lending Solutions

Margin
Line of Credit

Other Services

Online Account Access

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.

*Professional Trustee services are offered to RBC Wealth Management clients by different entities including Comerica Bank & Trust, N.A. (Comerica), who may serve as trustee. RBC Wealth Management will receive compensation in connection with offering these services. Neither RBC Wealth Management nor its Financial Consultants are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.