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A plan that fits your financial future
Get professional advice1 on making informed decisions about your money, no matter where you are on your journey.
Getting Started with Your RBC Group Advantage Plan
Get all the information you need to start saving with your Group plan
Did you know? In today’s digital age, the internet offers opportunities for learning, entertainment and connection. However, it also exposes young users to risks. There are effective ways to keep young ones safe without hovering over them. Protecting Your Children Online – Setting Limits and Controls - My Money Matters
- Want to help your kids learn smart money habits? You're not alone. Nine out of 10 parents hope basic money management is the main skill their kids will learn before growing up. See how MyDoh can help.
- Budgeting can be challenging, especially around the Holidays. Here are some tips to help you stick to your Holiday budget.
- The term “snowball” isn’t just about snow. Learn more about the snowball method and other effective strategies for managing debt. Explore Tips for Paying Down Debt
- Did you know that creating a budget can help reduce financial stress? Check out 7 tips for coping with financial stress.
- Did you know that the government will match 20% on the first $2,500 you contribute annually to a Registered Education Savings Plan (RESP) to a maximum of $500 per year? That's extra money you can put towards your child's post-secondary education!
- Did you know your RBC Royal Bank tax documents are available electronically? Sign in to Online Banking to view or print your RBC tax documents.
- Are you saving toward that dream vacation or the dream car? Here are some steps you can take to achieve your goal.
- Dreaming of owning a home? Find out how to save for a home tax-free in a First Home Savings Account (FHSA), plus get other tips to help you get the keys faster.
- Save for your first home tax-free and deduct your contributions from your taxable income with a First Home Savings Account (FHSA). Now that's a win-win!
- RESP funds can be used for a wide range of educational expenses and across various types of post-secondary education, both in Canada and abroad.
- The new year is usually a time for new goals. Set your financial goals and track them at your own convenience via MyAdvisor. It's a free digital advice platform available to you through RBC.
- Homeownership is more accessible now for first-time home buyers? Check out how changes in mortgage rules and cuts in interest rates can help.
- Use time to your advantage. Start investing as early as possible to give your money more time to grow. You may be surprised at the difference it could make in the long run.
- Wondering how you can reach your financial goals faster? MyAdvisor can help. It's a free digital advice platform that's exclusively for RBC clients. Get a savings plan and see how close you are to your goals.
- Deciding between the Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA)? You don't have to! Get both and enjoy more tax benefits.
- You should review your Will every 3-5 years to ensure it truly reflects your wishes. Check out our Estate Planning Guide for tips to protect your legacy.
- If the markets are keeping you up at night, consider this: while it's impossible to time the markets, staying invested and continuing to invest regularly can help you weather volatility.
- While your bank takes precautions to help keep your information safe, there are steps you can also take to help protect your personal and financial data.
- It's natural for financial markets to go through cycles of expansion and contraction. Check out this primer on bear and bull markets and how they both play a role in long-term investing.
- Tis the Season to be Vigilant: How to Spot Holiday Scams - My Money Matters. Find additional tips that can help you achieve financial wellness.
- AI is changing the way we live; get it working for you, not against you.
- Did you know that talking about money promotes emotional and financial well-being?
See the Potential of Your Investments
Manage your money and save for the future with MyAdvisor2, an easy-to-use digital advice platform that allows you to view all your savings and investments – even those outside of RBC – in one place.
Check Out MyAdvisorAlready an RBC Group Advantage client? Access MyAdvisor Now!
Advice tailored to your needs
Hear what RBC Group Advantage members like you value the most about the tailored advice they received and how it helped them achieve their goals.
Workplace Wellness
Access resources to help you prioritize your financial, physical, and emotional wellbeing, so you can feel better about the road ahead.
Frequently Asked Questions
A great way to get started is to set up an appointment with an RBC Group Advantage advisor. You can schedule a meeting by calling 1-888-769-2566.
You can connect directly with an advisor to begin planning for your financial goals by phone.
A Group Advantage advisor can either assist you over the phone or will be happy to set up an appointment for you with a dedicated advisor for advice and guidance in branch or virtually.
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Call an RBC Group Advantage advisor at 1-888-769-2566, 8:00 am to 8PM, Eastern time, Monday to Friday
- Mention that you are calling about your ‘company plan’.
- When asked if you are an existing client, answer ‘Yes' if you are an existing RBC client and ‘No' if you are not.
- If you are already an RBC client, you will be asked to enter your client card number to help our advisors better identify you.
- If you are not an RBC client, please have two pieces of government issued identification (such as a driver’s license or passport) with you for our advisors to virtually set up your client file.
- Please note, you will also need access to a computer/mobile device and email.
WIth RBC Online Banking, you can transfer money, pay bills and view transactions.
To sign up, visit rbc.com/enrol.
Before you begin, make sure you have one of the following: RBC Royal Bank Client Card, RBC Royal Bank Credit Card, RBC Royal Bank Account Number.
A simple way to reach your financial goals faster is to save regularly by making consistent, automatic contributions with a Pre-Authorized Contribution (PAC) plan.
You choose the amount that works for you, and your PAC plan automatically moves money from your checking account to your RBC investment account.
You can change, pause, or cancel your contribution amount and frequency at any time.
Let’s Start the Conversation
Ask an RBC Group Advantage advisor to help you design a plan for the life you want—whether it’s down the road, around the corner or already here.
Call your dedicated Group Advantage line
1-888-769-2566
RBC Group Advantage Advisor;
Hours of operation 8-8 ET M-F.
Legal Disclaimer1)
Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI).
Investment advice provided by RMFI may be delivered through the MyAdvisor platform. 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.
Legal Disclaimer2)
MyAdvisor is an online platform from RBC where you can view your financial information including visual representations (charts and graphs) of your retirement readiness, net worth, cash flow, and financial goal tracking.
You can also see how varying your current approach can affect your savings and goals.
The MyAdvisor platform also enables you to book an appointment with an RBC advisor and to meet with your advisor using video chat or phone to open new accounts, including investment accounts, and get advice on meeting your financial goals.
Group Retirement & Savings Accounts
Including GRSP, GTFSA, DPSP
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Sign Into RBC Online Banking
- Defined Contribution Pension Plan Member
- Sign Into the DCPP Portal