Client Resources

Understanding the Costs of Investing

• What is CRM2?
• Time Weighted vs. Money Weighted Returns
• Time Weighted vs. Money Weighted Video
• Understanding Costs of Mutual Fund Investing

Educational Guides

• Family Wealth Management
• Family Trust Guide
• Retirement Checklist
• Power of Attorney
• Charitable Gift Program
• Estate Planning Guide
• The Business Owner's Guide to Wealth Management
• Five Key Questions in estate planning and wealth transfer
• Perspectives vol. 5

RBC Publications

• Funds Transfers to your RBC Dominion Securities Accounts
• 2018 Federal Budget
• Volatility is Back: What the Selloff Means
• 2018 Handy Financial Planning Facts
• 2018 Financial To Do List
• 2017 Tax Preparation Reminders
• Tax Planning for High Income Earners
• Withdrawing from an RESP
• RRSP Deduction Limit Statement
• RRIF Withdrawal Changes
• Tax Exempt Insurance Changes
• Tool Kit for Settling an Estate
• Income Taxes at Death
• Safeguarding Your Personal Information
• Until Death Do Us Part...then everything can change