Welcome to our Client resources section.  Here you will find valuable wealth management tools designed to help you.  If you have any questions or would like more information, please don't hesitate to contact us.


Wealth Management Quarterly Publications


Summer 2020

Views on the global financial markets and insights on managing your wealth.


Spring 2020

Views on the global financial markets and insights on managing your wealth.

Uncertainty everywhere

How the pandemic is affecting global equity markets – and how things can improve in 2021.

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A very different kind of crisis

Why there may be more market volatility in store for investors – both to the downside and to the upside.

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Global Insight

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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RBC CEO: Now’s the time to shape the economy of tomorrow

How to make Canada a more self-reliant country in the aftermath of the coronavirus pandemic.

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Wealth planning strategies during a downturn

Tax, estate and financial planning opportunities to explore and set you up for long-term success.

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Tax filing extensions due to COVID-19

New deadlines for filing taxes and making payments.

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Breaking down the government’s COVID-19 response

Analysis of the unprecedented measures intended to stabilize the economy and provide support for Canadian workers and businesses.

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Managing your finances during COVID-19

While we’re working remotely, we can still help you manage your finances.

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Six ways to protect yourself from COVID-19 scams

Situations like COVID-19 can make people more vulnerable to scams – and more attractive to scammers.

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How a Canadian company used AI to detect the coronavirus

Early warning system sent an alert days before the World Health Organization.

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Global Insight and Investment Outlook

Weekly Global Insight


August:  6th
July:  30th  / 23rd / 16th /  9th
June:  25th / 18th11th4th
May:  28th / 21st / 14th / 7th
April:  30th / 23rd / 16th / 9th / 2nd
March:  26th / 19th / 12th / 5th
February:  27th / 20th / 13th / 6th
January:  30th / 23rd 16th / 9th 
Monthly Global Insight


August / July 
June / May / April 
Outlook:   Full Report / Link
The Global Investment Outlook


Special Release

Wealth Management Review - July 2020: The road to normal

Protecting clients and supporting communities through COVID-19 uncertainty (by RBC Wealth Management)

The COVID-19 recovery presses ahead (by RBC Global Asset Management)

Eight ways COVID-19 will transform the economy and disrupt every business (by RBC Wealth Management)

Managing expectations around an economic recovery (by RBC Global Asset Management)

Wealth Management Review - April 2020: The path forward

A guide to financial support measures to help Canadians impacted by COVID-19

Mixed signals (by RBC Wealth Management)

Governance in the time of COVID-19 (by RBC Global Asset Management)

How governments and central banks are working to stabilize the economy (by RBC Global Asset Management)

Tax filing and payment extensions in response to COVID-19

A very different kind of crisis (by RBC Wealth Management)

COVID-19 Update – How RBC is helping businesses

Update on Canadian government's economic response to COVID-19

New measures to assist taxpayers during COVID-19 pandemic

Reflection of reality (by RBC Wealth Management)

Going to extremes (by RBC Wealth Management)

Economic stabilization disrupted (by RBC Global Asset Management)

Vise of volatility tightens (by RBC Wealth Management)

10 principles of successful investing in volatile markets

Global Reference Guide to COVID-19 "coronavirus" (by RBC Capital Markets)


Estate Planning: Education Series

The Wealthy Barber on the markets, economy and the current business environment

The Wealthy Barber explains the benefits of a testamentary trust

Have you talked to your family about estate planning?

The Wealthy Barber: Get an up-to-date will !

Have you been named as an executor of a Will? The Wealthy Barber says, “Get help !”

Why The Wealthy Barber won't act as executor for even his closest friends 

The Wealthy Barber on why a DIY approach for executors is often unwise

The Wealthy Barber has a power of attorney. Do you?

What is a trust? The Wealthy Barber explains


Money Mastery Series

Developing a Positive Mindset About Money

Understanding Emotional Spending

How to Overcome Your Financial Gap


Featured Articles

Is a Recession a Good Time to Invest?

What is responsible investing?

BC Budget 2020: News Release  /  Highlights

Davos 2020: The race for global scale (by RBC CEO Dave McKay)

Client Guide to 2019 Tax Reporting  (Full report)

2020 Financial Planning Strategies for Seniors

Early 2020 tax tips

2020 Handy Financial Planning Facts

RBC Private Banking Premier  (Account Package Offer)

Premier Cross-Border Solutions

Plastics and recycling: a material issue for investors

Long-term planning can help allay Canadian investors' concerns for the future

Why Asset Allocation Matters

Principal residence

Home Buyers' Plan

Basics of using a Family Trust for a prescribed rate loan arrangement

Federal Budget 2019 Key Tax Measures  (Summary - PDF version)



The Big Picture  
The Path of Longevity  

Business Owner Special Edition   (download the article)

Generations Taking Care of Generations  (download the article)

Peace of Mind with Giving  (download the article)

Multi-Generational Family Wealth Management  (download the article)

GIC rates

The latest GIC rates from various financial institutions.