Financial Planning with myGPS

With the help of an RBC advisor, myGPS provides an additional way for you and your family to gain a complete view of your current and future financial situation. In doing so, it supports an important aspect of wealth planning – developing valuable insights into how to reach short- and long-term goals. We project into the future, based on a set of assumptions about what may happen in the future and plan for different scenarios.

The foundation of myGPS

• What does my current financial situation look like?
• If I live to be 95, will I have sufficient funds to maintain my current and/or desired lifestyle?
• If I die unexpectedly, will my family be sufficiently provided for financially?
• How does changing my financial assumptions impact my future financial situation?
• What can I do to ensure my financial goals and priorities become a reality?
• How can my business assets help me achieve my retirement goals?

A Plan for Your Priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture. That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

• Growing assets for future goals like retirement
• Maintaining assets to protect financial well-being
• Creating an income stream for retirement
• Creating a lasting legacy
• Managing your higher tax burden

Are you ready for retirement?

If you are approaching retirement, or have recently retired, there are several financial items you need to check off your list. To help you keep track of all the critical details, and ensure you’re ready for a successful retirement, check out our Retirement Checklist.

It can help you:

• Maximize government benefits
• Manage RRSPs, RRIFs and Locked-In Accounts
• Understand employee pensions and benefits
• Coordinate your non-registered assets
• Enhance your estate plan

Contact us for a free copy of the Retirement Checklist.