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

Woman checking stock chart

Is the rebound for real?

May 29, 2025 | Robert Sluymer, CFA |

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 27, 2025 | RBC Wealth Management |

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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Rollercoaster

Equity market roller coaster: How is your stomach?

May 22, 2025 | Kelly Bogdanova |

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

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