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RBC Financial Planning

Welcome to Financial Planning

 

... and congratulations.

Congratulations because you’re looking into financial planning and that’s the first step to taking control of your financial life.

We invite you to take a few moments now to browse around this site. And you may want to bookmark it, because once you see what financial planning can do for you, you’ll likely be coming back.

You can start your browsing by clicking on one of these sections:

Investment Planning
  Strategies to safely accumulate wealth
Retirement Planning
  Your key to a secure comfortable future
Estate Planning
  Wealth preservation for you and your heirs
Tips for Budgeting and Borrowing
  Financial services to simplify and enhance your life
Working with a Financial Planner
  The easier way to achieve your goals

How financial planning can make your life better

 
A unique approach to financial planning
 
 
Our distinctive Your Future by Design® advice experience lets you build your financial future around your unique needs, values and dreams.
 

Imagine the satisfaction when you know you're making the most of your financial situation. That your investments are on track, your net worth is growing and that you’re even getting more from your everyday banking and cash flow.

Imagine your peace-of-mind when you can look into the future and know your retirement years are secure. And that your loved ones are looked after, whatever might happen to you.

Financial planning can make these things happen for you. If you have goals for your future, financial planning will help you achieve them. If you don't have goals, it will help you create them.

Do you need a Financial Planner?

Although everyone needs financial planning, not everyone needs a professional financial planner. If you’re pretty sure you do, why not be proactive? Click here to find the RBC financial planning professional closest to you.

To learn more about what financial planners can do for you, click on Working with a Financial Planner.

If you’re not sure about financial planners, look over these questions. They’ll help you decide if a financial planner is a right choice for you.

Do you feel your situation is challenging and that you need more sophisticated financial advice and financial services?

Would you value a relationship with a financial planner who will create a customized personal financial strategy for you?

Are you frustrated by all the conflicting financial advice you hear?

Are you tired of spending your leisure time looking after your finances?

Would you sleep better if you had a professional you could trust looking after your finances and your financial planning?

Would you like to have a specialist you can call whenever you need financial advice or a 2nd opinion?

Would you like a non-biased opinion on your insurance needs?

Do you think you could be doing better with your investments?

Are you concerned that you might be paying too much in taxes?

Do you need help dealing with your retirement planning?

Do you believe estate planning and trusts are the most tax-efficient way to pass wealth onto your heirs?

If you answered “Yes” to even one of these eleven questions, you should probably give some thought to a financial planner.

To learn more about financial planning, please continue by choosing one of the following topics:

Estate Planning
Retirement Planning
Investment Planning
Tips for Budgeting and Borrowing
Working with a Financial Planner

Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.

There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus before investing.

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 ©Royal Bank of Canada 1995-2014 Last modified: 09/24/2014 09:40:33