Supporting you on the road to financial literacy


As a supplement to our wealth services and guidance, we encourage you to explore the tools and guides below. Please contact us directly if you have any questions or concerns and we will be happy to assist you.


Helpful tools

A couple accessing their account information from a tablet.

Visit WM Online

Conveniently view your account information safely and securely.

Sign in
A cell phone with the RBC Mobile App.

RBC Mobile app

Get the RBC Mobile app and access your account on mobile.

Android iPhone

Educational guides

A multigenerational family walking on the beach.

Family wealth guide

Discover ten strategies to build, sustain, and protect your wealth for the long term.

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Business owners working together on a project.

Business owner’s guide

Explore ten key decisions every business owner should make to secure their wealth.

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A beautiful and scenic backyard.

Estate planning guide

Plan for tomorrow today to retain more of your assets and protect your estate.

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Two professionals working at their laptops with pen and paper in hand.

Tax reporting guide

Find a summary of important dates and tax information for your annual tax return.

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A family posing for a picture.

The family inventory

Keep track of information pertaining to your family’s current financial status.

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A group participating in a charity event.

Charitable giving

Find out what to consider when making a gift to charity and how to leave a lasting legacy.

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