Peace of mind.

By helping you clarify your goals and create your vision, we are able to formulate a customized wealth strategy using our life long wealth management approach. We ensure that every aspect of life is planned by working together with RBC’s Premier Specialists and resources. We offer different ways to manage your wealth - from Discretionary Investment Management to a traditional brokerage account, giving you the peace of mind you, your family and your business deserves. 

Our team is committed to you. There will be new investment opportunities, strategic shifts, market changes and family challenges. You can be confident that we will be here every step of the way.

Value-added wealth services

In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, 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, commentary and information on specific holdings, markets or economies upon request
  • Online integration of your RBC investment and bank accounts for consolidated viewing
  • 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
  • Introduction to a full suite of RBC partners if needed for: personal, business and private banking; estate and trust services, mortgage services; direct investing; and more

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