Client resources | Cooper Wealth Management of RBC Dominion Securities

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.

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Download the RBC Mobile app

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

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Educational guides

Grandparents posing with their grandchild who’s lovingly sandwiched between them.

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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Estate planning guide

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

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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).

A wealth professional crunching the numbers with a client.

Financial planning facts

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

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.

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.

March 1, 2023: RRSP contribution deadline

April 10, 2023 - Trevor Cooper

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