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Ongoing Service
Your relationship with an Advisor at RBC Dominion Securities is ongoing.
Throughout your relationship your RBC DS Advisor will:
- Regularly meet you to review your portfolio and discuss your financial situation.
- Monitor your investment account and recommend changes when appropriate.
- Help you take emotion out of your financial decisions.
- Perform due diligence on investment products.
- Introduce and explain tax, retirement, or estate planning strategies or products that may be of benefit to you.
- Remind you of important deadlines, such as RSP contribution deadlines, RIF payment deadlines, or maturities of fixed-income investments.
- Transfer funds electronically to or from your bank accounts, or structure a regular income stream to your bank account.
- Handle corporate reorganizations, exchanges, tenders, and special stock dividends when they arise.
- Provide you with complimentary RBC DS publications, such as our Family Guide to Wealth Management, or our Business Owners Guide to Wealth Management.
- Provide you with any of the research reports available from RBC Dominion Securities, RBC Capital Markets, RBC Asset Management, JP Morgan, Veritas, Valueline, or Standard and Poors.
- Hold your stock and bond positions in bulk segregation, eliminating the risk of loss of paper certificates.
- Research and record your tax cost basis for the securities held in your account (even those not purchased here), simplifying your accounting.
- Provide you online access to your account balances, research, statements (if you choose) and other information.
- Work with your accountant and lawyer to streamline reporting and discuss wealth management strategies.
- Provide you with a helpful tax package each year.
- Provide you with referrals to other professionals within RBC or the community when needed or requested.
- Provide you with all the professional care and advice our fiduciary duty requires of us.
Speak to an Advisor for more information
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