Value-added wealth services
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 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 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 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
• 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
• Quarterly "Wealth Management Review" newsletter
• Introduction to a full suite of RBC partners if needed for: personal, business and private banking; estate and trust services, mortgage services; insurance; direct investing; and more
For more information, please contact us today.
