Investment solutions key features
 

In addition to the vast array of investment products and solutions and services  provided, we offer a number of value-added services, many of which are complimentary for our clients. These include:

  • Integration of your investment plan with your other service providers, including your lawyer or accountant
  • Access to Financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more 
  • Will and estate planning consultations through accredited Will and Estate Consultants 
  • Registered estate processing, tax reporting and T3 returns
  • Registered estate tax planning, including multiple and contingent beneficiary designations
  • Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
  • Custody and safekeeping
  • Annual consolidated tax reporting, including dispositions with book costs
  • Research into old certificates/investments for current status and value
  • Research, commentary and information on specific holdings, markets or economies upon request
  • Online integration of your RBC investment and bank accounts for consolidated viewing
  • Margin accounts or tri-party pledge accounts for leveraged investing
  • Multi-currency account functionality
  • Automatic account contributions and withdrawals
  • Automatic mutual fund purchase and redemption plans
  • Electronic Funds Transfer (EFT) capabilities
  • Interest paid on cash balances in investment accounts
  • Corporate reorganization advice
  • Cashless employee stock option exercise service
  • Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
  • Quarterly "Wealth Management Review" newsletter
  • Introduction to a full suite of RBC Financial Group partners if needed for personal, business and private banking; mortgage services; insurance; direct investing; trust services and more

To learn more about Investment Solutions, contact us.