What to bring to your RBC MyAdvisor appointment

 



What to bring to your RBC MyAdvisor appointment

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Yanlin Pan, RBC MyAdvisor yanlin.pan@rbc.com 
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10:18 AM (4 hours ago)
to me
RBC MyAdvisor


Hi Young Hoon,

I'm writing to remind you about our upcoming appointment. Here are the details:

When: Tuesday, January 28 at 10:30 AM EST How: in-branch appointment at RBC If you need to cancel or reschedule: To update your appointment, sign into RBC Online Banking and log in to your MyAdvisor account

Remember: if you can prepare the following then, we can focus on what's most important to you:

1. Bring the following documents:
  • Investment statements from other financial institutions
  • Mortgage, line of credit and loan statements from other financial institutions and
  • Pension and investment statements from your employer, if applicable.
2. Sign into your online bank account and log into MyAdvisor to review or update your profile:
  • Add or update your financial goals
  • Link your accounts to those goals to track your progress
  • Make sure your other information is up to date
I'm looking forward to connecting with you.

Best,
Yanlin Pan
RBC Advisor
Royal Bank of Canada





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Mutual funds and related investment advice are offered by Royal Mutual Funds Inc. (RMFI). Other products or services may be offered by Royal Bank of Canada, or one of its affiliated entities. RMFI, Royal Bank of Canada, RBC Global Asset Management Inc., 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.




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