Getting started as a client:

  • We help you complete the paperwork associated with becoming an RBC Wealth Management client.
  • Based on our conversations, we provide you with a customized investment plan taking into account your risk tolerance, goals, and current portfolio.
  • When investment programs are funded, you are contacted to review.
  • When you receive your first statement, we call to review it with you and make sure you understand it.
  • We will help you get enrolled in and navigate our online account access system. 

Once you're onboard:

  • You will be contacted on a regular basis regarding your portfolio and we will have a full review at least once per year. Topics will include account updates, asset allocation review, portfolio performance, and changes in your life that could affect your investment plan.
  • Where applicable, we will meet with your accountant and/or attorney to discuss tax planning, trust and estate planning, and other relevant topics.
  • In January, we provide you and your accountant an income and capital gains report.
  • You have access to account assets via check writing for all Cash Management accounts.
  • You have access to electronic funds transfer (in or out of account) via ACH.
  • You have access to RBC Wealth Management research and market reports.
  • You will receive periodic announcements and invitations to special client events.
  • We will perform a life insurance and annuity review for you every two years or as needed.
  • Upon request, we will provide you with referrals to other trusted professionals (accountants, attorneys, etc.) in your area.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields