The right tools for the job: securing your financial future

 

In addition to a pragmatic, fully customized, and goals-based wealth management plan, our team offers a series of helpful tools and guides to assist in assessing your current situation and planning for the future.

 

Financial Literacy

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Executor tool

September 2, 2021 - Bill Holmes

Settling an estate? Answer simple questions about your role as executor to find the right solutions and services.

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Family wealth planning guide

September 2, 2021 - Bill Holmes

Ten helpful strategies to help you protect assets, reduce taxes, plan for retirement, and maximize your estate.

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Retirement planning checklist

September 2, 2021 - Bill Holmes

Moving into retirement? Check the boxes on all your most important financial details first.

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Estate planning guide

September 2, 2021 - Bill Holmes

Plan for tomorrow, today. An estate plan helps to reduce expenses and simplify the transition of assets.

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Business owner’s guide

September 2, 2021 - Bill Holmes

Explore 10 key wealth management decisions every business owner should consider to help optimize your finances.

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Administrative support

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Signing onto WM Online for the first time

September 2, 2021 - Bill Holmes

Want to access your account information, eDocuments, and more? Follow these six simple steps.

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Understanding your monthly statements

September 2, 2021 - Bill Holmes

Get a breakdown of your DS statement, from your statement of account to your portfolio review statement.

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How-to guides & support for WM Online

September 2, 2021 - Bill Holmes

Looking for more? RBC Wealth Management Online offers a series of how-to guides to make life easier.

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As a retiree, I thought I would have a lot of time to make decisions on my investments, but soon decided that wasn’t the case. I have been working with Bill Holmes for many years now, and his balanced investment plan has provided me with a better stream of income than I could have accomplished.

– Jim B., retiree

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