Value-added wealth services
In addition to a vast array of investment products and solutions, we offer numerous value-added services to help you manage your wealth, many of which are complimentary for our clients.
These include:
- Jason’s Journal, our highly readable monthly view on the markets and economy – plus the extra-popular Family Files segment
- Integration of your investment plan with your other service providers, including your lawyer or accountant
- Access to 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
- Custody and safekeeping
- Annual consolidated tax reporting, including dispositions with book costs
- Research, commentary and information on specific holdings, markets or economies upon request
- Online integration of your RBC investment and bank accounts for consolidated viewing
- 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
- Corporate reorganization advice
- Cashless employee stock option exercise service
- Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
- Introduction to a full suite of RBC partners if needed for: personal, business and private banking; estate and trust services, mortgage services; direct investing; and more
Learn more about our approach in Jason’s Journal, our entertaining monthly blog.
