Enhanced Wealth Management Services

  • Access the expertise of our RBC Wealth Management Services team, which includes highly accredited lawyers, accountants, and financial planning specialists

  • Comprehensive financial planning (Compass Financial Plan)

  • Family Snapshot Wealth Management Opportunities Report

  • Will and estate consulting

  • Insurance-based wealth enhancement assessment

  • Business succession planning

  • Corporate re-organization advice

  • Family wealth management

Investment Solutions

  • Proprietary and third-party investment products, including mutual funds and portfolio services

  • Global and North American equities, including stocks, preferred shares, income trusts and more

  • Canada's largest inventory of fixed-income and money market instruments, including T-bills, GICs, government bonds and corporate bonds

Investment Portfolio Services

  • Ongoing personal advice

  • Buy/sell recommendations

  • Scheduled portfolio reviews

  • Portfolio monitoring

  • Portfolio rebalancing

  • Safekeeping (custody costs waived)

  • Multi-currency, non-registered account functionality

  • Automatic contributions and withdrawals, if need

  • Automatic mutual fund purchase or redemption plans

  • Electronic funds transfers

  • Registered estate processing, tax reporting and T3 returns

  • Old certificate current status and value research

  • Interest on cash balances

Reporting

  • DS Online private client website, providing secure 24/7 account access, exclusive investment research, quarterly market outlook, RBC Economics publications, Reuters market news, real-time quotes, customized Watchlists and more

  • Consolidated view of all your RBC accounts and ability to transfer funds between accounts through DS Online

  • Paperless eDocuments through DS Online to reduce your paperwork and help us help the environment, including a seven-year archive starting with your October 2007 statements and trade confirmations and prospectuses as of December 2011

  • Quarterly account statements (or monthly when there is trading activity in an account)

  • Annual consolidated tax reporting, including dispositions with book costs

  • Quarterly performance reporting

 Research and Information Services

  • RBC Wealth Management Services Library of publications and articles on a wide range of tax, retirement and estate planning topics

  • Access to the broadest research in Canada for domestic and global markets, including RBC Capital Markets, Standard & Poor's, Valueline, JP Morgan, and independent Veritas exclusive to RBC

  • Global Insight, Morning Market Comments, Wealth Management Review, etc.

Thank you for your interest in wealth management at RBC Dominion Securities. For more information, or to schedule and appointment, please contact us.