| • |
Integration of your investment plan with your other service providers, including your lawyer or accountant
|
| • |
Financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more
|
| • |
Will and estate planning consultations through accredited Will and Estate Consultants
|
| • |
Registered estate processing, tax reporting and T3 returns
|
| • |
Registered estate tax planning, including multiple and contingent beneficiary designations
|
| • |
Insurance consulting on a full range of individual life, health, and insurance investment solutions
|
| • |
Custody and safekeeping
|
| • |
Annual consolidated tax reporting, including dispositions with book costs
|
| • |
Research into old certificates/investments for current status and value
|
| • |
Research, commentary and information on specific holdings, markets or economies upon request
|
| • |
Online integration of your RBC investment and bank accounts for consolidated viewing
|
| • |
Margin accounts or tri-party pledge accounts for leveraged investing
|
| • |
Multi-currency account functionality
|
| • |
Automatic account contributions and withdrawals
|
| • |
Automatic mutual fund purchase and redemption plans
|
| • |
Electronic Funds Transfer (EFT) capabilities
|
| • |
Interest paid on cash balances in investment accounts
|
| • |
Corporate reorganization advice
|
| • |
Cashless employee stock option exercise service
|
| • |
Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
|
| • |
Quarterly "Wealth Management Review" newsletter
|
| • |
Introduction to a full suite of RBC Financial Group partners if needed for personal, business and private banking; mortgage services; insurance; direct investing; trust services and more |