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Integration of your investment plan with your other service providers, including your lawyer or accountant
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Access to Financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more
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Will and estate planning consultations through accredited Will and Estate Consultants
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Registered estate processing, tax reporting and T3 returns
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Registered estate tax planning, including multiple and contingent beneficiary designations
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Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
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Custody and safekeeping
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Annual consolidated tax reporting, including dispositions with book costs
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Research into old certificates/investments for current status and value
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Research, commentary and information on specific holdings, markets or economies upon request
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Online integration of your RBC investment and bank accounts for consolidated viewing
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Margin accounts or tri-party pledge accounts for leveraged investing
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Multi-currency account functionality
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Automatic account contributions and withdrawals
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Automatic mutual fund purchase and redemption plans
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Electronic Funds Transfer (EFT) capabilities
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Interest paid on cash balances in investment accounts
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Corporate reorganization advice
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Cashless employee stock option exercise service
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Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
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Quarterly "Wealth Management Review" newsletter
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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
