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