Financial Tune Up – General Advice Brochure ... - RBC Royal Bank

We’re here
to help you
We’re here to listen to your unique
needs, answer any questions you
may have and give you personalized
advice. An RBC advisor can help you
explore all your options so that you can
feel better about the choices you make
— big or small.
Advice to suit you,
anytime, anywhere
Come into a branch and ask to speak
with an RBC advisor face to face, browse
topics online at the RBC Advice Centre
or call us. Our advice and our advisors
are available for you and easy to access
whenever and wherever it’s convenient.
Speak to us anytime. We’ll match you
with an advisor who can help you bring
focus to your big picture.
Simply ask for a
TUNE UP
rbc.com/advice
rbc.com/myfinancetracker
Book your annual
Tune Up today
Come in for a Tune Up and leave with your
personalized Advice Picture
your aDVice
picture
suMMary
It will help you see your financial big picture
and give you greater confidence that you are
on the best track.
Your appointment
Date: _________________________________
Time: _________________________________
Advisor: ______________________________
Financial planning services and investment advice are provided by
Royal Mutual Funds Inc. (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.
® / Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are
registered trademarks of Royal Bank of Canada.
23342 (05/2012)
Picture a more
confident you
TM
tune up
your
finances
What is a
financial
tune up®
?
We all know that taking the car in for
an oil change and cleaning our teeth
regularly are good ideas — it pays to
be proactive. A regular professional
assessment helps to ensure that
things are in as good working order
as possible for you.
Your finances are no different. An
RBC ® Tune Up is an easy way to make
sure you’re saving effectively, not
paying more fees than you have to
and staying on top of debt. These
are the fundamentals that will help
you reach your goals and make the
most of your situation — whether
you’re saving for a vacation, paying
down a credit card or preparing for a
comfortable retirement.
See the big picture
More and more Canadians are taking
a closer look at their big picture.
RBC advisors have the experience
and expertise to help you feel more
confident about yours. Financial
Tune Ups are available to everyone
and can help you see where your
money could be working harder,
how you could reduce your cost
of borrowing or how you could pay
less for services.

a financial
tune up®
Will help you feel
More confiDent aBout
your
BiG picture
Getting a Tune Up is easy.
Talk to us today.
TM
Here’s wHat our clients often ask us
everyday banking
� How can I save on my bank fees?
� Do I have the account or banking package that’s right for me?
savings
� Is there a bank account that helps me save money?
� Would an automatic savings plan help me set more money aside?
investing
� How much money would I need to meet my personal goals?
� What is the right plan to help me reach my goals?
borrowing
� How can I pay down my debt more quickly?
� How can I save money and pay off my mortgage faster?
credit cards
� Do I have the card that’s right for me?
� Am I taking advantage of all my card’s rewards features?
business
� Are my business and personal goals in alignment?
� How can I save time and money with my business banking?
insurance
� Could I save money by getting all my insurance from one source?