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With an RBC Check In We Can Help Plan For What You Envision

What's your post-pandemic vision?

We've lived through the pandemic together and have faced circumstances and changes beyond our control. Many of us are starting to envision what the future holds. RBC can help. Check in today with an RBC Advisor to bring your post-pandemic goals to life.

Explore how these Canadians visualize life post-pandemic

Linh

Self-described workaholic, Linh was forced to work from home during the pandemic. She quickly began to appreciate the extra family time. That, combined with her inability to travel, got her dreaming about taking a big trip back to Vietnam to see extended family. Early retirement is also now on her radar as well.

Profile Snapshot

  • Travel again
  • Maintain newfound family time
  • Retire early
Read moreabout Linh's story

Erico & Luci

A pandemic-induced layoff saw Erico and Luci accelerate their plans for launching a frozen food business. Now, with a distributor on board, they need a plan to help them scale up. Outside of business, the couple hopes to purchase a home one day soon.

Profile Snapshot

  • Expand small business
  • Home ownership
  • Travel
Read moreabout Erico and Luci's story

Kevin

Once a keen rat-racer, Kevin reassessed his priorities during the pandemic. Not only did he start a new job helping marginalized youth in his community, but he also launched a business consultancy on the side. Now, it’s all about giving back. And dreams of a giant house in the burbs have been replaced by visions of a modest vacation property in the sun.

Profile Snapshot

  • Scale up consultancy
  • Purchase vacation property
  • Give back
Read moreabout Kevin's story

What You Can Expect from a Check In

Everyone’s experience is unique, but here’s our commitment to you:

Customer Service

Honest Guidance and Support

Get valuable input from an advisor on any financial matter that’s on your mind. A Check In is about you – not a one-size-fits-all conversation.

Advisor

Expert Advice

Receive a review of your needs to make sure you have the banking, credit and/or savings products that are right for you.

Money

Insight into Your Finances

See how you can gain clear insight into your finances and make a plan for the future with free, exclusive services such as MyAdvisor.

Questions You Can Ask During a Check In

Here are a few examples of questions clients have asked – yours might be different.

  • How can I maintain or improve my credit standing?
  • Is my current bank account the best fit for me?
  • What can I do to improve my cash flow?
  • Should I use my credit card to cover a shortfall?
  • My investments are down. What should I do?
  • How do I pay my bills or deposit cheques online?

Checking In is Quick and Easy

Book a Check In today. You’ll be able to choose an advisor and a time that’s convenient for you. If you’re on MyAdvisor, you can even book a video chat.

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If you’re not an RBC client yet, we’d love to help you. Please call us at 1-800-769-2511.

If you are an existing client:

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