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The Right Advice Can Help You Stay on Track
Whether you’re just getting started with investing or you’re well on your way, we’re here to help anytime you need advice or just want to ask a question.
When Should You Talk with an Advisor?
It’s a good idea to check in with an RBC advisor at least once a year or anytime you have a life event, like a new job, a change in your income, a new baby, marriage, divorce or retirement. By checking in with an advisor on a regular basis, you can:
- Keep your plan in line with your financial goals
- Make sure your money is working for you
- Adjust your investments as needed to stay on track
The Value of Advice
Investors who work with an advisor have been shown to have almost four times the assets of investors who don’t work with an advisor. This chart illustrates the potential impact of advice on your net worth over time1.
How MyAdvisor Can Help You Reach Your Goal
Take advantage of MyAdvisor today, a powerful service that can help you stay on top of your money and reach your savings goals sooner. Best of all, it’s completely free and exclusive to RBC! With MyAdvisor, you can:
- View your savings and investments in one place, including those outside RBC
- Get a personalized savings plan that you can view or change anytime you want
- See how you’re doing with forecasts of your goals, net worth and cash flow
- Enjoy unlimited access to advice—meet with an RBC advisor by phone, video or in person
Sign in to RBC Online Banking to access MyAdvisor:
Getting started with MyAdvisor takes just a few minutes!
- Sign in to RBC Online Banking.
Not yet enrolled in Online Banking? Enrol Now. - Answer a few easy questions to build your savings plan.
- Book a 1-1 financial review with a live advisor and meet by phone, video or in person.
Saving for your retirement?
MyAdvisor can help you be better prepared.
Connect with Us
Have a question or need advice? We’re here to help.
Talk to a Specialist
Call 1-800-463-3863 (toll free)
Monday-Sunday, 8am to 11pm, ET
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Legal Disclaimer1)
Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016
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.