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Submitted URL: http://rbcfinancialplanning.com/
Effective URL: https://www.rbcfinancialplanning.com/
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Submission: On June 30 via api from GB — Scanned from GB

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  <p class="disclaimer">I understand I am under no obligation and RBC Royal Bank and/or Royal Mutual Funds Inc. (RMFI) will contact me using the information provided only in relation to financial planning. RBC Royal Bank and its affiliates are
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   * Life Events and Milestones
     * Life Events and Milestones Overview
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       * Marriage Overview
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       * Parenthood Overview
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RBC FINANCIAL PLANNING


COULD YOU BE PAYING LESS TAXES AS A FAMILY?

See how income splitting and other strategies can reduce your family’s overall
income tax bill.

Learn More



ATTENTION: IMPORTANT INFORMATION

2023 Federal Budget - A summary of the key measures that may have a direct
impact on you. Click here for the PDF


SEE ALL THE WAYS A FINANCIAL PLANNER CAN HELP



Learn more about Financial Planning


LIFE EVENTS

Prepare for the big (and little) things in life.

Currently displaying slides 1 to 3 of 7 total slides


MARRIAGE


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PARENTHOOD


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FINANCIAL WINDFALL


Learn More


EMPTY NEST


Learn More


EARLY RETIREMENT


Learn More


TURNING 65 OR 71


Learn More


LOSS OR HARDSHIP


Learn More
 * You are on: Slide 1
 * Slide 2
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 * Slide 4
 * Slide 5




LIVE FOR TODAY AND PLAN FOR TOMORROW

Balancing Financial Priorities

Have a plan that balances your competing priorities.

Investment Planning

Keep your investment plan on track.

Retirement Planning

Make a plan for your time and money.

Estate Planning

Define your legacy and make your wishes clear.

Financial Planner Locator

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RBC Financial Planning is a business name used by Royal Mutual Funds Inc.
(RMFI). Financial planning services and investment advice are provided by 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.

What's on your mind today?

Select One... Saving and Planning for Retirement My Retirement Paycheque My
Investment Portfolio My Marriage, Family and Finances Helping my Kids with
Post-Secondary Studies Passing on my Wealth and/or Business





See Recommended Topics

When do you expect to retire?

Less than one year 1-5 years More than 5 years I want to retire early I'm
retired

Saving and planning for Retirement

Your retirement can last 30 years or longer. An RBC Financial Planner can help
you design a plan that will be relevant and sustainable for the Next 30™ years
of your life.

Recommended Topics:

How Will I Fill My Time in Retirement? Talking Retirement With My Spouse Should
I Retire Early? What Financial Steps Do I Take at 65?

Tools & Calculators:

Know Your Monthly Minimum RRIF Withdrawal Calculate Your Cash Flow in Retirement

Saving and planning for Retirement

Retirement can last 30 years or more. Think about how, where and who you want to
spend this time with— before you look at the numbers.

Recommended Topics:

How Will I Fill My Time in Retirement? Getting More from My RRSP and TFSA Should
I Retire Early?

Tools & Calculators:

Try Our Interactive Your Future by Design tool Know Your Monthly Minimum RRIF
Withdrawal

Saving and planning for Retirement

Studies show that Canadians working with advisors have more retirement savings
than those saving without the advice of an advisor.1

Recommended Topics:

How to Save More for Retirement? Should I Pay Down My Mortgage or Invest Does an
RRSP Loan Make Sense? Save for Retirement or the Kids Education?

1)
 Source: Ipsos Reid, Value of Financial Advice, prepared for the Investment
Funds Institute of Canada (IFIC), October 4, 2011

Saving and planning for Retirement

Early retirement can bring many questions that aren’t always easy to answer. For
example, when is the best time to take CPP/QPP? An RBC Financial Planner can
help fill in the blanks.

Recommended Topics:

Should I Retire Early? Managing My Cash Flow in Early Retirement How Will I Fill
My Time in Retirement?

Tools & Calculators:

Calculate Your Cash Flow in Retirement

Saving and planning for Retirement

You know that being retired doesn’t mean that retirement planning stops. You
still have big decisions to make— such as, should you downsize your home. An RBC
Financial Planner can help.

Recommended Topics:

What Financial Steps Do I Take at 65? What Financial Steps Do I Take at 71?
Moving After the Kids Leave Home

See Recommended Topics

How young are you?

I’m 65 or Younger I’m 66-71 Years Young I’m Over 71

My Retirement Paycheque

These days retirement can last 30 years or more. A well-designed financial plan
can help make sure your money lasts for your Next 30™ years. Let us show you
how.

Recommended Topics:

What Financial Steps Do I Take at 65? Do I Have Enough to Retire Now? Managing
My Cash Flow in Early Retirement Taking Income from My RRSP


My Retirement Paycheque

These days retirement can last 30 years or more. A well-designed financial plan
can help make sure your money lasts throughout your retirement. Let us show you
how.

Recommended Topics:

What Financial Steps Do I Take at 71? Do I Have Enough to Retire Now? Taking
Income from My RRSP

Tools & Calculators:

Know Your Monthly Minimum RRIF Withdrawal Calculate Your Cash Flow in Retirement

My Retirement Paycheque

Although you are over 71 and can no longer save in an RRSP, you can continue to
save with a Tax-Free Savings Account and non-registered investments.

Recommended Topics:

Getting More from My RRSP and TFSA Taking Income from My RRSP Should I Change My
Investment Plan? Is Income Splitting Right for Us?

Tools & Calculators:

Know Your Monthly Minimum RRIF Withdrawal
See Recommended Topics

What's your top investing concern right now?

Growing My Wealth Deciding whether to change up my investments Deciding whether
to invest or use the money for something else

My Investment Portfolio

Investors working with advisors are more likely to invest regularly, save enough
for their needs, diversify, and have a financial plan.2 Discover how an RBC
Financial Planner can help you.

Recommended Topics:

How Can I Be a Smart Investor? Getting More from My RRSP and TFSA Reaching My
Investing Goals Faster Is Income-Splitting Right for Us?

2)
 Source: CIRANO Institute in Montreal

My Investment Portfolio

Whether the market is up or down, focusing on your long-term investing goals and
having a diversified portfolio will help you avoid emotional investing.

Recommended Topics:

Should I Change My Investment Plan? How Can I Be a Smart Investor? Getting More
from My RRSP and TFSA Is Income-Splitting Right for Us?


My Investment Portfolio

Research shows that investors working with advisors are more likely to invest
regularly, save enough for their needs, diversify, and have a financial plan.2

Recommended Topics:

Should I Pay Down My Mortgage or Invest? Save for Retirement or the Kids’
Education? Making the Most of a Bonus or Tax Refund Receiving an Inheritance or
Lottery Winnings

2)
 Source: CIRANO Institute in Montreal
See Recommended Topics

What is your top priority right now?

Protecting my family financially Getting married Saving more money as a couple
Looking after my finances after a divorce or losing my spouse

My Marriage and Finances

Now is the time to ensure you and your spouse are on the same page regarding
finances as you’re also tying the financial knot. An RBC Financial Planner can
help.

Recommended Topics:

Talking Finances with My Spouse How Does Getting Married Affects My Will Estate
Planning is More than Just a Will Conversations to Have with Loved Ones


My Marriage, Family and Finances

One of the best ways you can protect your family financially is to make sure you
have an estate plan and a valid will in place. An RBC Financial Planner can help
you get started.

Recommended Topics:

Estate Planning is More than Just a Will How Does Getting Married Affects My
Will Talking Finances with My Spouse Conversations to Have with Loved Ones


My Marriage, Family and Finances

People who have an advisor are more likely to invest regularly, save enough for
their needs, diversify, and have a financial plan.2 Discover how an RBC
Financial Planner can help you and your spouse.

Recommended Topics:

Reaching My Investing Goals Faster Should I Pay Down My Mortgage or Invest?
Making the Most of a Bonus or Tax Refund Talking Finances with My Spouse Is
Income Splitting Right for Us?

2)
 Source: CIRANO Institute in Montreal

My Marriage, Family and Finances

Going through a divorce or losing a spouse can be a challenging time. In
addition to seeking professional advice, there are few things you can do to give
yourself some peace of mind.

Recommended Topics:

Protecting Myself Financially In a Divorce Staying Independent After Losing My
Spouse How Does Getting Married Affect My Will? Receiving an Inheritance or
Lottery Winnings

See Recommended Topics

How old are your kids?

We’re expecting or just had a baby Age(s) 17 or younger Age(s) 18 and over


HELPING MY KIDS WITH POST-SECONDARY EDUCATION

Getting a head start on saving for your new baby’s education is a huge gift to
your child. Take the time now to make sure your financial plan is in place.

Recommended Topics:

New Baby, New Financial Priorities Giving My Children the Best Chance to Succeed
What Kind of RESP Should I Choose? Conversations to Have With Loved Ones



HELPING MY KIDS WITH POST-SECONDARY EDUCATION

With children to put through school, mortgage payments and saving for
retirement, you may have a lot of competing financial priorities. See how an RBC
Financial Planner can help.

Recommended Topics:

How Can I Protect My Children Financially? What Kind of RESP Should I Choose?
Reaching My Investing Goals Faster Save for Retirement or the Kids’ Education?



HELPING MY KIDS WITH POST-SECONDARY EDUCATION

You may be wrestling with helping your grown kids with their education and
saving more for your retirement. An RBC Financial Planner can help you figure it
all out.

Recommended Topics:

Save for Retirement or the Kids’ Education? Moving After the Kids Leave Home

See Recommended Topics

Do you have a valid Will?

Yes No Not sure because of marriage or divorce


PASSING ON MY WEALTH AND/OR BUSINESS

Estate planning is one of the most complex—and overlooked—topics in financial
planning. You’ve completed an important first step by having a valid Will in
place.

Recommended Topics:

Estate Planning is More than Just a Will Passing the Torch: Business Succession
Planning Passing Along the Family Cottage Conversations to Have With Loved Ones



PASSING ON MY WEALTH AND/OR BUSINESS

Estate planning is one of the most complex—and overlooked—topics in financial
planning. Getting your Will created is one of the first things you will want to
take care of.

Recommended Topics:

Estate Planning is More than Just a Will Dying without a Will Conversations to
Have with Aging Parents Passing Along the Family Cottage Passing the Torch:
Business Succession Planning



PASSING ON MY WEALTH AND/OR BUSINESS

Estate planning is one of the most complex—and overlooked—topics in financial
planning. Whether it’s deciding what to do with your business or the cottage,
it’s important to have a plan in place.

Recommended Topics:

Estate Planning is More than Just a Will How Does Getting Married Affect My
Will? Passing Along the Family Cottage Passing the Torch: Business Succession
Planning

See Recommended Topics

Financial Planning Topics

 * Balancing Your Priorities
 * Investment Planning
 * Retirement Planning
 * Estate Planning

Life Events and Milestones

 * Marriage
 * Parenthood
 * Loss or Hardship
 * Empty Nest

Tools & Calculators

 * Calculate Your RRIF Payments
 * Your Future by Design

Contact Us

 * Talk to a Financial Planner
 * Locate a Branch Near You

Download RBC Mobile App

 * Android
 * iPhone

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Funds Inc. (RMFI) will contact me using the information provided only in
relation to financial planning. RBC Royal Bank and its affiliates are committed
to keeping your personal information confidential. All RBC Royal Bank and RMFI
employees are required to maintain the confidentiality of client information at
all times.



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