Tools and guides to simplify your financial life

We encourage you to explore the documents below on a range of relevant financial topics. For any questions or additional support, please contact us directly and we’d be happy to help.

Helpful tools

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Visit RBC Wealth Management Online

View your account information safely and conveniently from your desktop.

Sign in
A client accessing their account information on their mobile device.

Download the RBC Mobile app

Get the RBC Mobile app and gain access to your accounts on your mobile devices.


Educational guides

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Family wealth guide

Explore 10 strategies to help you protect your assets, reduce taxes, and plan for retirement.

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Business owner’s guide

Review 10 key decisions to help you plan ahead and protect the business you’ve built.

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The interior of a beautiful and bright family living room.

Estate planning guide

Plan for tomorrow today by learning how to leave a lasting legacy for your family.

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A client reviewing a guide on a tablet from home.

Tax reporting guide

Prepare for your annual tax return with important dates and required tax information.

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DS statement guide

Learn how to read and understand your RBC statements and activity page(s).

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A wealth professional crunching the numbers with a client.

Financial planning facts

Discover TFSA contribution limits, RRSP deduction limits, and other handy facts.

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Upcoming dates

Taxes deadline

June 15, 2023: Taxes for self-employed deadline

June 14, 2023 - Trevor Cooper

Don’t miss the deadline to file your tax return if you’re self-employed.

Personal income tax deadline

May 1, 2023: Personal income tax deadline

May 17, 2023 - Trevor Cooper

Don’t miss the deadline to file your tax return and pay any balance owing to avoid interest.

RRSP contribution deadline

March 1, 2023: RRSP contribution deadline

April 10, 2023 - Trevor Cooper

Don’t miss the deadline for RRSP contributions for the 2023 tax year.