OUR COMMITMENT TO PROVIDING VALUE

As part of your all-inclusive account fee, we are pleased to offer you a wide range of investment and wealth management services.

DISCOVERY

  • Explore your current financial situation, portfolio and investment objectives
  • Establish your investment and wealth management goals
  • Determine your tolerance for risk and market fluctuation

STRATEGY

  • Develop your individual Investment Policy Statement
  • Build customized portfolios designed to meet your investment goals
  • Establish your needs for tax, estate, insurance and charitable gift planning
  • Provide research, commentary and information on specific holdings, markets or economies
  • Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
  • Introduce, as appropriate, a full suite of services from our RBC partners

ENHANCED WEALTH MANAGEMENT SERVICES

  • Access the expertise of our RBC Wealth Management  Services team, which includes highly accredited lawyers, accountants and financial planning specialists
  • MyGPS Wealth Management Opportunities Report
  • Will and estate consulting
  • Insurance-based wealth enhancement assessment
  • Business succession planning
  • Family wealth management

INVESTMENT SOLUTIONS

  • Proprietary and third-party investment products, including mutual funds and portfolio services
  • Global and North American equities, including stocks, preferred shares, income trusts and more
  • Canadas largest inventory of fixed-income and money market instruments, including T-bills, GICs, government bonds and corporate bonds

INVESTMENT PORTFOLIO SERVICES

  • Ongoing personal advice
  • Buy/sell recommendations
  • Scheduled portfolio reviews
  • Portfolio monitoring
  • Portfolio rebalancing
  • Safekeeping (custody costs waived)
  • Multi-currency, non-registered account functionality
  • Automatic contributions and withdrawals, if needed
  • Automatic mutual fund purchase or redemption plans
  • Electronic funds transfers
  • Registered estate processing, tax reporting and T3 returns
  • Old certificate current status and value research
  • Interest on cash balances

REPORTING

  • DS Online private client website, providing secure 24/7 account access, exclusive investment research, quarterly market outlook, RBC Economics publications, Reuters market news, real-time quotes, customized Watchlists and more
  • Consolidated view of all your RBC accounts and ability to transfer funds between accounts through DS Online
  • Paperless eStatements through DS Online to reduce your paperwork and help us help the environment, including a seven-year archive starting with your October 2007 statements
  • Quarterly account statements (or monthly when there is trading activity in an account)
  • Annual consolidated tax reporting, including dispositions with book costs
  • Quarterly performance reporting

RESEARCH AND INFORMATION SERVICES

  • RBC Wealth Management Services Library of publications and articles on a wide range of tax, retirement and estate planning topics
  • Access to the broadest research in Canada for domestic and global markets, including RBC Capital Markets, JP Morgan Securities Inc., Morningstar.  Valueline Inc., and independent Veritas Investment Research exclusive to RBC
  • Portfolio Strategy Quarterly, Wealth Management Review, Global Insight Daily, Weekly, and Monthly etc.