Our Resource Guides

These resources from Stephanie Woo and her team can make your life easier when it comes to managing your finances. By taking a look through these tools you are taking the first steps in reaching your financial goals. The next steps are to reach out to Stephanie to find out other ways she can help you in your progress, you may be a lot closer than you think.

Intergenerational Wealth Conversation

Transitioning your wealth onto the next generation can sound like a daunting task that may not be on your mind until it is too late.  Reach out to Stephanie Woo and her team to assist you in a way that makes it personal to you and your family.

The Family Inventory

The Family Inventory is a great tool to keep your financial information all in one place. Once you have completed this fillable document, you can save it, share it and keep it safe for easy updates in the future for you and those you care about.

 2024 Financial Planning Facts

All the 2024 financial planning facts you need in one place, bookmark this tab so you can access the information you need when it comes to RSP / TFSA / RESP / IPP contribution limits, personal and corporate tax deadlines, U.S. Estate Tax exemption limits, lifetime capital gains exemption limit and much more.

Please Contact Us today to discuss your financial concerns so we can work together to give you confidence in your wealth plan.

Access your accounts safely and conveniently

With the new RBC Wealth Management Online, it’s even easier to view your account information safely from home, or wherever it’s convenient for you. If haven’t enrolled yet, there’s never been a better time.

Sign in
Not yet enrolled? Simply contact your Investment Advisor.

How-to guides

Benefits of RBC Wealth Management Online


View your latest account information, important documents and market commentary wherever and whenever you want.


Access your accounts safely and securely – protected by your confidential password and state-of-the-art encryption technology.


Receive key documents such as account statements, tax slips and trade confirmations electronically to reduce your paperwork and help the environment.

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“e” for a tree

Choose eDocuments to declutter your life and help the environment. You’ll receive your account statements, tax slips and more electronically through RBC Wealth Management Online. And, right now, when you switch to eDocuments, we will plant a tree in your honour through our partnership with Tree Canada.

Check out the new RBC Wealth Management Online

There’s never been a better time to access RBC Wealth Management Online – recently relaunched with several valuable new features. Now, you can keep track of your progress no matter what device you use – mobile, tablet or desktop.

Plus, we’ve made the following enhancements:

  • Simplified navigation structure to help you find what you are looking for more easily, including a consolidated overview of your entire portfolio
  • Homepage dashboard that provides important information at a glance, while allowing you to drill down to a more detailed view when you want
  • Enhanced account information on performance and products
  • Flexible data columns that let you choose what you wish to see
  • Easier access to your e-documents, including account statements and tax slips

What you can do

Access your accounts safely and securely

View your account information any time from the convenience of any personal computer or device with secure Internet access. Do so knowing your privacy is protected by your confidential password, personal verification questions and advanced encryption technology.

Check your current account information

Find out the value of your equities, options and mutual funds – all based on current market pricing. You also can view your transactions and check on the status of your trade orders.

Get timely market information

Obtain detailed real-time quotes for stocks and options listed on Canadian and U.S. markets, and daily closing prices for mutual funds. Plus, you can create up to 50 custom “watchlists” each containing up to 100 securities you want to monitor. And you’ll receive exclusive market commentary and the latest business news.

Reduce your paperwork with eDocuments

Access key documents such as statements, tax slips, annual reports, trade confirmations and prospectuses at any time. You’ll have current documents at your fingertips, plus a seven-year archive. Choosing eDocuments means you reduce your paperwork, while helping the environment.

Connect with RBC Online Banking

Click to RBC Wealth Management Online through RBC Online Banking, and view all of your various RBC accounts. You can also transfer funds from your RBC Royal Bank accounts to your RBC Dominion Securities accounts in real-time during regular business hours.

Go mobile

Download the complimentary RBC Mobile app, which gives you another convenient way to access RBC Wealth Management Online from any device, such as your smartphone, tablet or desktop.1