Curated resources for the curious

Take a look through these helpful fact sheets, step-by-step guides, and educational resources designed to simplify your financial life.

Educational guides

Enrol in WM Online

Step-by-step walkthroughs to help you navigate the new RBC WM Online.

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Understanding your monthly statements

If you have any questions regarding your statement, please give us a call.

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Family wealth guide

Ten strategies to build and protect your family’s wealth.

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Business owner's guide

Ten key decisions tailored to business owners.

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2023 handy financial facts

A quick guide that outlines contribution limits, tax deadlines, pension amounts, and more.

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Tax reporting guide

Important dates and required tax information to help prepare your annual tax return.

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Wealth management guides

Estate planning guide

Retain more of your assets, protect your estate, and leave a lasting legacy.

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Retirement checklist

This checklist may serve as a handy tool in helping you make the most of your retirement.

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Charitable giving

When done properly, charitable giving benefits both society and you, the donor.

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Insurance trusts for estate planning

Outlining the creation of insurance trusts and how it can add value to your estate plan.

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