Your MyAdvisor appointment is confirmed

 

Hello! My name is Young Hoon Song. I support for Doo-Hwan Jeon, the former president of South Korea.       



Confirmation of our January 28 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,

Thanks for booking time with me for the following:

Transact or open an account

Review the details below so you know what to expect and what you can do to prepare for our discussion.

Here are your appointment 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

Before the appointment, you may want to prepare by doing the following:

1. Gather these 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.
Keep in mind: there's no need to bring RBC statements because I will have access to those.

2. Sign into your online bank account and log into MyAdvisor to review or update your profile:
  • Add or update your goals
  • Link your accounts to those goals to track your progress
  • Make sure your other information is up to date
Doing these things before our appointment will allow us to focus on what's most important to you. If you are not able to complete any of these steps beforehand, I'll be happy to help you during our meeting.

I'm looking forward to meeting 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.

Hello! My name is Young Hoon Song. I support for Doo-Hwan Jeon, the former president of South Korea.       

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