Connect the dots to all parts of your financial life

As your wealth management team, we know how important it is to understand your complete financial picture.

Total Wealth gives you a new way to view your complete financial picture in one convenient and secure place. Available through your RBC Wealth Management Online account or mobile app, Total Wealth connects accounts held at other financial institutions with your RBC accounts, bringing you clarity today – and helping you move closer to your future goals. 

See the big picture

Visualize your financial life in a single view. It's easy to view your investments and loans, credit cards, 401(k) plans, 529 college plans and more all on the RBC digital platform. With information that is available anytime, Total Wealth can help you simplify complexities and make well-informed decisions.

Total Wealth and WealthPlan: A winning combination

Keeping you connected to your wealth with intuitive, easy-to-use tools is a priority for RBC Wealth Management. Total Wealth seamlessly integrates with your personalized RBC WealthPlan, leading us to have deeper, more meaningful conversations.

With Total Wealth, you always know where you stand. With WealthPlan, you’re always prepared for what’s next. Contact us to discuss how we use these tools to add value to our client relationships.

Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

Latest Insights

Bonds

Crosscurrents buffet U.S. dollar and Treasury market

Jan 30, 2026 | Atul Bhatia, CFA |

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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Speedskating woman going around a corner

How to medal in your financial life

Jan 27, 2026 | RBC Wealth Management |

Thinking of the winter games, how might you maximize your financial life to feel like you’re on the medal platform? Read on for some ideas at various life stages.

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Woman looking at her tax documents with her advisor

Tax planning: an essential component of financial empowerment

Jan 27, 2026 | RBC Wealth Management |

To help empower your financial future, make certain that tax-planning strategies are integrated into your wealth plan.

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