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.

Latest Insights

Man with tablet computer inspecting tractor

Beyond stablecoins: The tokenization story

Sep 10, 2026 | Atul Bhatia, CFA |

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

Read more
family gathering to eat along lakeside patio

Five things you can do with your wealth without selling a single share

Sep 10, 2026 | RBC Wealth Management |

You’ve spent years building a portfolio. So why sell it the moment opportunity comes knocking?

Read more
Advisor consulting with couple

The $15 million opportunity: What the new tax law means for your estate plan

Sep 10, 2026 | RBC Wealth Management |

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

Read more