Welcome to our client-only, online resource centre.


We hope the tools and resources you find here will make your life a little easier. Here, you can learn all about the features and benefits of our online platform, WM Online, as well as guides to understanding your statements, GIC rates, and more.

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Access your accounts safely and securely

View your account information any time from the convenience of any personal computer or device with secure Internet access.

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Send us a secure message

Safely send and receive messages containing personal information through the Secure Messaging Centre.

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Get timely market information

Get real-time quotes for stocks listed on Canadian and U.S. markets. Plus, create custom “watchlists” for investments you want to monitor.

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Access your accounts safely and securely

Access key documents such as statements, tax slips, annual reports, trade confirmations and prospectuses at any time.

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Connect accounts & transfer funds

View all of your RBC accounts in one place, and transfer funds from your RBC Royal Bank accounts in real-time during regular business hours.

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Go mobile

Download the RBC Mobile app, which gives you another convenient way to access WM Online from any device, such as your smartphone, tablet or desktop.

Sign in Not yet enrolled? Simply follow these steps or contact us today.

Take our virtual tour for a closer look


Watch the live demostration of WM Online below, led by one of our firm’s Branch Managers, Steve Harrop. Steve highlights some of the more important functionalities and commonly asked questions we receive.

Other resources


These are resources to help you stay informed and engaged on your wealth planning journey. Should you have any questions, or wish to speak about these topics with us instead, please never hesitate to reach out.

Learn our GIC Rates

We’re happy to share our short- and long-term GIC rates, as well as answer any questions you have about how they could fit into your wealth strategy.

Understand your statement

We’re here to ensure your financial world makes sense. If you need help understanding your statement, contact us or read through this visual guide.

Connect with us virtually

With Webex, you can video-call us for quick, convenient, and safe support without leaving your home.

Navigate our online app

Access your accounts, send us secure messages, download documents, and more – with WM Online.