Simplifying your [financial] life

March 01, 2018 | Sam McLaughlin


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Let’s be honest: your regular life is complicated enough. Here are a couple of ways to at least simplify your financial life.

Let’s be honest: your regular life is complicated enough. Here are a couple of ways to at least simplify your financial life.

 

eStatements—All of our statements can come to you in electronic form through DS Online, creating an online backup and saving on the headache of having to warehouse all of your records. As an added benefit, it cuts down on paper use and helps the environment. Let us know, and we can set you up and walk you through how to access the information.

 

Interested party reporting—Many of our clients now have their accountants, private bankers, and bookkeepers (for their corporate accounts) set up as “interested parties” on their investment accounts. IPs receive duplicate copies of the monthly statements, so you won’t have to collect and deliver a big package to them at the end of the year.

 

RBC Private Banking—Private Banking can simplify high net-worth clients’ everyday banking, including reporting, transactions, and complex credit, as well as provides them with a top-tier personal banker. We work with several of our partners at Private Banking across the country, so ask us if you would like an introduction.