8 Ways a Financial Planner Can Help You
1. Balance Competing Priorities
New Baby, New Financial Priorities
Save for Retirement or the Kids Education
Does an RRSP Loan Make Sense
Talking Finances with My Spouse
Get cash flow strategies to help you save for the future while balancing life’s financial demands.
Explore Topics
Should I Pay Down My Mortgage or InvestNew Baby, New Financial Priorities
Save for Retirement or the Kids Education
Does an RRSP Loan Make Sense
Talking Finances with My Spouse
2. Reach Your Investing Goals
Reaching My Investing Goals Faster
How Can I Be a Smart Investor?
Getting More from My RRSP and TFSA
Build an investment plan based on sound principles and your personal priorities.
Explore Topics
Making the Most of a Bonus or Tax RefundReaching My Investing Goals Faster
How Can I Be a Smart Investor?
Getting More from My RRSP and TFSA
3. Prepare for Retirement
Should I Retire Early?
How Will I Fill My Time in Retirement?
Get ready to retire—when and how you want—with a solid retirement plan.
Explore Topics
Save for Retirement or the Kids EducationShould I Retire Early?
How Will I Fill My Time in Retirement?
Tools and Resources
Cash Flow Calculator
4. Protect Your Wealth
Dying Without a Will
Conversations to Have With Loved Ones
Preserve your wealth for yourself and your loved ones with smart strategies.
Explore Topics
Estate Planning is More Than Just a WillDying Without a Will
Conversations to Have With Loved Ones
5. Borrow Smarter
Discover borrowing and credit strategies that give you a better return on your money.
Explore Topics
Does an RRSP Loan Make Sense?
6. Get Tax-Saving Strategies
Minimizing U.S. Estate Tax
Identify strategies to help reduce the taxes you and your family pay.
Explore Topics
Is Income Splitting Right for Us?Minimizing U.S. Estate Tax
7. Enjoy Retirement
Do I Have Enough to Retire Now?
What Financial Steps Do I Take at 65?
What Financial Steps Do I Take at 71?
Taking Income from My RRSP
Create a plan for how you want to spend your retirement and know how to make your money last.
Explore Topics
Talking Retirement with My SpouseDo I Have Enough to Retire Now?
What Financial Steps Do I Take at 65?
What Financial Steps Do I Take at 71?
Taking Income from My RRSP
Tools and Resources
RRIF Calculator
8. Define Your Legacy
Passing the Torch: Business Succession Planning
How Does Getting Married Affect My Will?
Provide a secure future for the people and causes you care about.
Explore Topics
Passing Along the Family CottagePassing the Torch: Business Succession Planning
How Does Getting Married Affect My Will?
It Pays to Have a Financial Planner
Studies show that professional financial advice has the potential to help you double—or even triple—your net worth1.
View Legal DisclaimersHide Legal Disclaimers
RBC Financial Planning is a business name used by Royal Mutual Funds Inc. (RMFI). Financial planning services and investment advice are provided by 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.
1)
Source: Ipsos Reid Canadian Financial Monitor