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In addition to the vast array of investment products and solutions and services we provide, we also offer you a number of value-added services, 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
- Financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more
- Will and estate planning consultations through accredited Will and Estate Consultants
- Registered estate processing, tax reporting and T3 returns
- Registered estate tax planning, including multiple and contingent beneficiary designations
- Insurance consulting on a full range of individual life, health, and insurance investment solutions
- Custody and safekeeping
- Annual consolidated tax reporting, including dispositions with book costs
- Research into old certificates/investments for current status and value
- Research, commentary and information on specific holdings, markets or economies upon request
- Online integration of your RBC investment and bank accounts for consolidated viewing
- Margin accounts or tri-party pledge accounts for leveraged investing
- Multi-currency account functionality
- Automatic account contributions and withdrawals
- Automatic mutual fund purchase and redemption plans
- Electronic Funds Transfer (EFT) capabilities
- Interest paid on cash balances in investment accounts
- Corporate reorganization advice
- Cashless employee stock option exercise service
- Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
- Quarterly "Wealth Management Review" newsletter
- Introduction to a full suite of RBC Financial Group partners if needed for personal, business and private banking; mortgage services; insurance; direct investing; trust services and more
Take the next step…talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that are best for you. To learn more, please contact an advisor today. Or, ask an advisor to contact you.
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