Investment Solutions

Investment Solutions Key Features


In addition to the vast array of investment products and solutions and services we provide, we also offer you a number of value-added services, 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 or tri-party pledge 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 Financial Group partners if needed for personal, business and private banking; mortgage services; insurance; direct investing; trust services and more

To learn more about Investment Solutions, please contact us.