Building Wealth Over Time

Invest In Your Future

When you’re ready to invest, your RBC Wealth Management financial advisor will help construct an investment portfolio that is balanced according to your specific needs, goals and objectives. Your advisor will help you with:

• Investment selection
• Portfolio evaluation
• Investment management services
• Diversification and asset allocation

You’ll have the opportunity to select from investment vehicles that may include equities, fixed income securities, mutual funds and retirement and education savings accounts - as appropriate for your circumstances. Your financial advisor will provide recommendations and valuable insights that reflect forward-thinking market research and analysis prepared by some of the leading minds in the industry.

On a regular basis, your financial advisor will help:

• Track your portfolio’s performance.
• Rebalance your asset mix when appropriate.
• Recommend and make changes to your wealth management plan if your circumstances change as the result of life events such as marriage, new children, new job and others.

Keep cash working and accessible

As important as it is to invest in your future, it’s also essential to keep sufficient cash on hand for daily expenses and that will allow you to capitalize on occasional opportunities or manage emergencies. Talk to your financial advisor about cash management strategies and the convenient tools we offer to help you maintain adequate cash reserves.

• The RBC Bank Deposit Program

  Sweep up to $1.5 million into interest bearing accounts at multiple Federal Deposit Insurance Corporation (FDIC)-insured banks.
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• The RBC Branch Sweep Program

  Make un-invested cash balances work harder.
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• The Investment Access^® Account

  An RBC Wealth Management Investment Access^® Account provides several convenient options for easy access to your cash including a VISA^® Gold Debit Card, check writing or electronic funds transfer.
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