What’s included in your relationship with us?
We are pleased to offer you a wide range of investment and wealth management services,
many of which are complimentary to you as a valued client.
Discovery
●● Explore your current financial situation, portfolio and investment objectives
●● Establish your investment and wealth management goals
●● Determine your tolerance for risk and market fluctuation
Strategy
●● Develop your individually tailored wealth management strategy
●● Build customized portfolios designed to meet your investment goals
●● Establish your needs for tax, estate, insurance and charitable gift planning
●● Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
Enhanced Wealth Management services
●● Benefit from the expertise of our RBC Wealth Management Services team, which includes specialists in financial planning, estate law and taxation
●● myGPS™ Wealth Management Opportunities Report
●● Will and estate consulting
●● Insurance-based wealth enhancement assessment
●● Business succession planning
●● Corporate re-organization advice
●● Family wealth management
Investment portfolio services
●● Ongoing personal advice
●● Buy/sell recommendations
●● Scheduled portfolio reviews
●● Portfolio monitoring
●● Portfolio rebalancing
●● Automatic contributions and withdrawals, if needed
●● Electronic funds transfers
●● DS Online private client website, providing secure 24/7 account access, exclusive investment research, quarterly market outlook,
●● Consolidated view of all your RBC accounts and ability to transfer funds between accounts through DS Online
●● Annual consolidated tax reporting, including dispositions with book costs
