See all the ways a Financial Planner can help

Live for Today and Plan for Tomorrow

Balancing Financial Priorities

Have a plan that balances your competing priorities.

Investment Planning

Keep your investment plan on track.

Retirement Planning

Make a plan for your time and money.

Estate Planning

Define your legacy and make your wishes clear.

Financial Planner Locator

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Financial Planner Locator

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What's on your mind today?

Saving and planning for Retirement

Your retirement can last 30 years or longer. An RBC Financial Planner can help you design a plan that will be relevant and sustainable for the Next 30 years of your life.

Saving and planning for Retirement

Retirement can last 30 years or more. Think about how, where and who you want to spend this time with— before you look at the numbers.

Saving and planning for Retirement

Studies show that Canadians working with advisors have more retirement savings than those saving without the advice of an advisor.1

 Source: Ipsos Reid, Value of Financial Advice, prepared for the Investment Funds Institute of Canada (IFIC), October 4, 2011

Saving and planning for Retirement

Early retirement can bring many questions that aren’t always easy to answer. For example, when is the best time to take CPP/QPP? An RBC Financial Planner can help fill in the blanks.

Saving and planning for Retirement

You know that being retired doesn’t mean that retirement planning stops. You still have big decisions to make— such as, should you downsize your home. An RBC Financial Planner can help.

My Retirement Paycheque

These days retirement can last 30 years or more. A well-designed financial plan can help make sure your money lasts for your Next 30 years. Let us show you how.

My Retirement Paycheque

These days retirement can last 30 years or more. A well-designed financial plan can help make sure your money lasts throughout your retirement. Let us show you how.

My Retirement Paycheque

Although you are over 71 and can no longer save in an RRSP, you can continue to save with a Tax-Free Savings Account and non-registered investments.

My Investment Portfolio

Investors working with advisors are more likely to invest regularly, save enough for their needs, diversify, and have a financial plan.2 Discover how an RBC Financial Planner can help you.

My Investment Portfolio

Whether the market is up or down, focusing on your long-term investing goals and having a diversified portfolio will help you avoid emotional investing.

My Investment Portfolio

Research shows that investors working with advisors are more likely to invest regularly, save enough for their needs, diversify, and have a financial plan.2

My Marriage and Finances

Now is the time to ensure you and your spouse are on the same page regarding finances as you’re also tying the financial knot. An RBC Financial Planner can help.

My Marriage, Family and Finances

One of the best ways you can protect your family financially is to make sure you have an estate plan and a valid will in place. An RBC Financial Planner can help you get started.

My Marriage, Family and Finances

People who have an advisor are more likely to invest regularly, save enough for their needs, diversify, and have a financial plan.2 Discover how an RBC Financial Planner can help you and your spouse.

My Marriage, Family and Finances

Going through a divorce or losing a spouse can be a challenging time. In addition to seeking professional advice, there are few things you can do to give yourself some peace of mind.

Helping My Kids with Post-Secondary Education

Getting a head start on saving for your new baby’s education is a huge gift to your child. Take the time now to make sure your financial plan is in place.

Helping My Kids with Post-Secondary Education

With children to put through school, mortgage payments and saving for retirement, you may have a lot of competing financial priorities. See how an RBC Financial Planner can help.

Helping My Kids with Post-Secondary Education

You may be wrestling with helping your grown kids with their education and saving more for your retirement. An RBC Financial Planner can help you figure it all out.

Passing on My Wealth and/or Business

Estate planning is one of the most complex—and overlooked—topics in financial planning. You’ve completed an important first step by having a valid Will in place.

Passing on My Wealth and/or Business

Estate planning is one of the most complex—and overlooked—topics in financial planning. Getting your Will created is one of the first things you will want to take care of.

Passing on My Wealth and/or Business

Estate planning is one of the most complex—and overlooked—topics in financial planning. Whether it’s deciding what to do with your business or the cottage, it’s important to have a plan in place.