RBC Dominion Securities Inc.
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RBC Dominion Securities Inc.
Sign in
Client Login
Online Banking
Home
What We Do
Our Relationship
Our Approach
Our Services
Business Owner Planning
About Us
Our Team
Our Preferred Wealth Experts
Our RBC Partners
About RBC Wealth Management
Client Resources
GIC rates
Online services
eDocuments
Your DS statement
Tax reporting guide
COVID-19 Preparedness
Publications
Business owners
Perspectives magazine
Wealth Management Quarterly
Blog
Contact
Our Services
COVID-19: How RBC Wealth Management is helping clients.
Learn more
Wealth management
is providing clients with a full ongoing cycle of planning to achieve business & personal goals to make sure all the pieces of your financial lives are on the same page and talking the same language
Business planning
Financial planning
Tax planning
Retirement planning
Cash flow planning
Estate transfer
Charity
Education
Other services we offer
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
Business Owner Planning with specialized professionals
Will and estate planning consultations through accredited Will and Estate Consultants
Registered estate processing, tax reporting and t3 returns and annual consolidated tax reporting
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
Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
Research into old certificates/investments for current status and value
Research, commentary and information on specific holdings, markets or economies upon request
Margin accounts for leveraged investing
Multi-currency account functionality
Automatic account contributions and withdrawals along with automatic mutual fund purchase and redemption plans
Electronic Funds Transfer (EFT) capabilities to all financial institutions
Interest paid on cash balances in investment accounts
For more information, please
contact us
today.