Client guides | Wade Wealth Management of RBC Dominion Securities Inc. | Winnipeg, MB

Supporting and fueling your growth

We are committed to client education and are pleased to offer you a series of helpful tools and educational guides to simplify your financial life and improve your financial literacy. Should you have any questions, please contact us and we’d be happy to help.

Helpful tools

A client signing into their account on their mobile device.

Sign in to WM Online

Access your account(s) safely and securely.

A client accessing the RBC Mobile app.

Download the RBC Mobile app

Take your mobile banking to the next level with the Android or Apple app.

Educational guides

A multigenerational family enjoying the view.

Family wealth guide

Discover 10 strategies to help protect your most valuable assets.

A business owner looking over their affairs.

Business owner’s guide

Explore 10 key decisions every business owner should make.

A client looking at their estate plan.

Estate planning guide

Plan for tomorrow today and leave a lasting legacy for your family.

A client reviewing their taxes.

Tax reporting guide

Find a summary of important dates and required tax information.

An investment advisor working with her elderly client.

Women and wealth

Discover how to connect your money, your story, and your life.

Clients reviewing their financial plan.

Financial planning facts

Consider handy facts related to annual contribution limits and more.

Moving money to DS

Quickly and easily transfer funds to your RBC Dominion Securities accounts. To learn about additional ways to transfer funds, please contact us.

Consistent. Elevated. Proven.

Discover why families choose to work with us, generation by generation.