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RBC Financial Planning - Investment Planning

Cash Flow Portfolios

 

Flexible solutions for your unique cash flow needs

If you have recently retired or are planning to in the near future, generating cash flow from your investments may be a key priority. But in today's low interest rate environment, traditional income producing investments such as bonds, money market funds and GICs may no longer be providing the level of cash flow you require. To enhance your cash flow and to make the most of your retirement, you require flexible solutions that account for your individual needs.

We offer two professionally-managed portfolios to meet your cash flow needs:

RBC Cash Flow Portfolios invest in a diversified mix of income, balanced and equity mutual funds that generate regular, tax-efficient cash flow.

Is an RBC Cash Flow Portfolio Right for You?

An RBC Cash Flow Portfolio may be ideal if you:

  • Have retired or are planning to in the near future
  • Want to use your assets to enhance your lifestyle
  • Have a child in a post-secondary institution
  • Are a permanently disabled adult living off a trust
  • Are planning to go on sabbatical leave

Take the Next Step –Speak with Your Advisor

Your advisor can help you identify the level of cash flow you need to meet your goals and can then recommend the RBC Cash Flow Portfolios that’s appropriate for you. Or, if you're ready, explore the options available to invest now.

 

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financial planning
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09/19/2006 16:33:35