Through Todd, you have access to the resources and expertise of RBC Dominion Securities Canadas leader in wealth management. This includes an unparalleled selection of investments and solutions, plus top-ranked research and strategy to help you make informed choices.
 
Enhanced wealth management services
 
  • 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 America equities, including stocks, preferred shares, income trusts and more
  • Canadas largest inventory of fixed-income and money market instruments, including T-bills, GICs, government bonds and corporate bonds
 
Investment portfolio services
 
  • Buy/sell recommendations
  • Safekeeping (custody costs waived)
  • Multi-currency, non-registered account functionality
  • Automatic contributions and withdrawals, if needed
  • Automatic mutual fund purchase or redemption plans
  • Electronic funds transfer Registered estate processing, tax reporting and T3 returns
  • Old certificate current status and value research
  • Interest on cash balances
 
Reporting
Monthly statements when there is trading activity in your accounts
  • Annual consolidated tax reporting, including dispositions with book costs
  • Quarterly performance 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 eStatements through DS Online to reduce your paperwork and help us help the environment, including a seven-year archive starting with your October 2007 statements
Research and information services
  • RBC Wealth Management Services Library of publications and articles on a wide range of tax, retirement and estate planning topics
  • Provide access to the broadest and deepest research in Canada for domestic and global markets, including RBC Capital Markets, Standard & Poors, Valueline, JP Morgan, as well as independent Veritas exclusive to RBC Dominion Securities
  • Portfolio Strategy Quarterly, Morning Market Comments, Wealth Management Review and other reports