Welcome. We have selected you to be part of a small and exclusive group that has first-access to MyAdvisorTM.
Personalized financial advice is within reach.
Introducing MyAdvisor™ from RBC Online Banking. A groundbreaking new service that connects you with an advisor online and helps you build for the future.
1:1 advice in the comfort of your home.
You'll be connected with an advisor at no additional cost. Review and update your financial picture together via secure video chat or traditional telephone. Then, watch changes happen in real time.
Set it, and forget it (almost).
Track your goals and stay on top of your investments.
Receive emails that will remind you about your progress.
Simple and secure.
Sign documents and complete most transactions online,
without having to go into a branch.
In the next 5 minutes, we’ll match you with an advisor and guide you through your first goal.
The best time to plant a tree was 20 years ago.
The second best time is now.
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How do I get started?
Being right here is your first step — congratulations! Once you get started with MyAdvisor, we’ll ask you a few questions (about 5 minutes), and then we’ll set you up with an advisor. You’ll meet with them online or by phone at your convenience. -
I’ve never done this before
MyAdvisor is designed to make the process of planning and meeting your goals very simple. We help you to understand the numbers — how much money you have (your net worth) and you decide which goals you want to reach (the fun part). Above all, don’t worry, an advisor will help you where you need it. -
What do I need to retire?
Whether it’s just retiring comfortably, or leaving a legacy, many people struggle to articulate their end goals during retirement. MyAdvisor helps you set your desired retirement date, and gives you recommendations to help you get there. -
Am I on track?
Most people don’t know if their investments are doing well or not, and how close they are to reaching their goals. MyAdvisor will let you know how you are doing now, and you will receive emails that will help you track your goals and stay on top of your investments. -
This sounds like work
MyAdvisor will do most of the work. You’ll need to be prepared to give us some information, and to think about your long-term goals. Think about how it will feel to achieve your first goal, whether it be a beach vacation, buying a home, or just the day-to-day comfort of knowing you are on the right path.