In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, many of which are complimentary for our clients.

These include:

  • 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 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
  • Online integration of your RBC investment and bank accounts for consolidated viewing
  • Margin accounts for leveraged investing
  • Multi-currency account functionality
  • Automatic account contributions and withdrawals
  • Electronic Funds Transfer (EFT) capabilities
  • Interest paid on cash balances in investment accounts
  • Corporate reorganization advice


For more information, please contact us today.