Your account statement

 

You will receive an account statement every quarter, or monthly when there is activity in the account. In addition, you will also receive a quarterly portfolio review statement, which shows how the value of your portfolio has changed over various time periods. 

 

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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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Helping you prepare your tax return

A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities. View the Tax Reporting Guide now.

The Tax Reporting Guide features:

  • Tax mailing dates

    Mailing dates for RBC Dominion Securities tax packages.

  • Tax information checklist

    A useful reference outlining all the Canadian and U.S. tax information slips and supporting documents you may receive from RBC Dominion Securities, including descriptions of how to use them.