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.
