Our commitment to providing value

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
  • Provide research, commentary, and information on specific holdings, markets, or economies
  • Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
  • Introduce, where appropriate, a full suite of RBC partners who specialize in personal, business and private banking; estate and trust services; mortgage services; and more

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
  • Comprehensive financial planning (Compass Financial Plan)
  • myGPS Wealth Management Opportunities Report
  • Will and estate consulting
  • Insurance-based wealth enhancement assessment
  • Business succession planning
  • Corporate re-organization advice
  • Family Wealth Management

Reporting

  • Quarterly account statements (or monthly, when there is trading activity in an account)
  • Annual consolidated tax reporting, including dispositions with book costs
  • Quarterly performance reporting
  • WM Online private client website, providing secure 24/7 account access, exclusive investment research, quarterly market outlok, RBC Economics publications, Reuters market news, real-time quotes, customized watchlists, and more
    • Consolidated view of all your RBC accounts and ability to transfer funds between accounts through WM Online
    • Paperless eDocuments through WM Online to reduce your paperwork and help us help the environment, including a seven-year archive

Investment solutions

  • Proprietary and third-party investment products, including mutual funds and portfolio services
  • Global and North American equities, including stocks, preferred shares, income trusts, and more
  • One of Canada's largest inventories of fixed-income and money market instruments, including T-bills, GICs, government bonds, and corporate bonds

Investment portfolio services

  • Ongoing personal advice
  • Buy/sell recommendations
  • Scheduled portfolio reviews
  • Portfolio monitoring
  • Portfolio rebalancing
  • Safekeeping
  • Multi-currency, non-registered account functionality
  • Automatic contributions and withdrawals where requested
  • Automatic mutual fund purchase or redemption plans
  • Electronic funds transfers
  • Registered estate processing, tax reporting, and T3 returns
  • Old certificate current status and value research
  • Interest on cash balances

Research and information services

  • RBC Wealth Management Services library of publications and articles on a wide range of tax, retirement, and estate planning topics
  • Access to the broadest research in Canada for domestic and global markets, including RBC Capital Markets, JP Morgan, and independent Veritas exclusive to RBC
  • Dominion Securities publications such as Global Insight, Morning Market Commentary, Wealth Management Review, and more