Keeping You Informed

As your investment advisor, Katherine is committed to keeping you well-informed about the progress you are making towards your financial goals. Katherine or her associate is always available to answer your questions, provide advice or review your portfolio. In addition, you will receive regular account updates and enjoy 24-hour online access to your account information.

Connect to DS Online

For your convenience, our private client website - DS Online - provides you  with:
  • Secure online access to your account information, including mobile access for iPhone or iPod touch users
  • Official account statements in electronic format
  • A consolidated view of all your RBC® accounts
  • Exclusive RBC economic and market reports
  • Real-time quotes on equities, options and mutual funds
  • Real-time fund transfers

Regular account statements

You will receive a detailed account statement quarterly, or monthly when there is activity in an account. Your account statements detail all the activity in the account during the previous month, including:

  • The market value of your account
  • Dividend, interest and other income
  • The purchase or sale of any securities

Fresh insight may be the difference your investment portfolio needs to succeed in today’s ever-changing markets.

Arrange a Consultation