For the last forty years your generation has helped to change the world by challenging the status quo. Now that you’re retiring, you can challenge the definition of retirement as well.
At RBC, we also like to do things differently—like taking you through a unique experience when planning for your retirement. We look beyond your finances to create a dynamic and flexible plan that’s designed around your vision of retirement.
When you first sit down with us, we begin with a conversation. Through a number of eye-opening questions, your financial planner will learn what’s important to you, and discuss your answers.
Once we understand what you want your retirement to look like, we’ll create a total financial plan to help make your goals a reality.
Your plan will include:
Have an RBC financial planner contact you for a no-obligation conversation and discover how our unique approach can help you plan for your retirement.
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.
Explore some of the ways we can help with a copy of our guide, “Strategies to Pay Less Tax in Retirement.”
Your guide will include tips on: