In addition to the vast array of investment products and solutions we provide, we offer value-added services which are complimentary for our clients.
- Integration of your investment plan with your other service providers, including your lawyer or accountant
- Financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more
- Will and estate planning consultations through accredited Will and Estate Consultants
- Registered estate processing, tax reporting and T3 returns
- Registered estate tax planning, including multiple and contingent beneficiary designations
- Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
- Annual consolidated tax reporting, including dispositions with book costs
- Research into old certificates/investments for current status and value
- Research, commentary and information on specific holdings, markets or economies upon request
- Online integration of your RBC investment and bank accounts for consolidated viewing
- Margin accounts or tri-party pledge accounts for leveraged investing
- Multi-currency account functionality
- Automatic account contributions and withdrawals
- Automatic mutual fund purchase and redemption plans
- Electronic Funds Transfer (EFT) capabilities
- Interest paid on cash balances in investment accounts
- Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
- Introduction to a full suite of RBC Financial Group partners if needed for personal, business and private banking; mortgage services; insurance; direct investing; trust services and more
Account access 24 hours a day through https://www1.royalbank.com/english/ris/pcd/sgne.html
