Client resources | Popp Private Wealth Management Group | RBC DS

The resources you need to succeed

Financial literacy is a key contributor to financial stability. With that in mind, we have compiled some of RBC Dominion Securities’ top guides, relevant how-tos, and informative video content, tailored to existing client needs.

Videos

Watch videos on topics related to your wealth, from healthy aging to estate planning and more.

Guides

Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.

Family wealth guide

Ten strategies to build and protect your family’s wealth

Business owner's guide

Ten key decisions for business owners

Estate planning guide

How planning for tomorrow – today – can help your estate aspirations

Financial planning facts

Comprehensive list of key information, such as deadlines, contribution limits, and tax facts

Retirement checklist

Handy resource geared to help you make the most of retirement

Tax reporting guide

Summary of the important dates and tax information required for your annual tax return

GIC rates

View the latest GIC rates from various financial institutions

Helpful links