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See If You Are on Track with Helpful Tools

Spot potential shortfalls, keep track of your goals and calculate the savings you’ll need.

Goal Setting Tool

Use this tool to define your retirement goals and track your progress.

Read More about our Goal Setting Tool

Pre-Authorized Contribution Plan

Set up a Pre-Authorized Contribution plan to maximize every opportunity to save.

Find Out More about pre-authorized contribution plans

Reach Your Goals with the Right Account

Make the Most of Your RRSP

Now may be the time to increase your savings and make the most of the tax breaks that come with an RRSP.

Learn More about your RRSP

Grow Your Investments, Tax-Free

Supplement your retirement savings and enjoy easy access to your money with a Tax-Free Savings Account (TFSA).

Learn More about TFSA

Save in a Non-Registered Account

If you’re maxing out the contributions in your RRSP and TFSA, consider a Cash or Margin Account.

Fine-Tune Your Portfolio with the Right Investments

Balance growth and security in the years leading up to retirement.

View All Investment Choices

Find New Ideas and Build Your Investing Knowledge

Use our valuable planning tools to create the retirement plan you want.

Lifestyle Screeners

Choose from investment opportunities based on lifestyle themes that interest you (such as travel or sports).

Learn More about lifestyle screeners

Asset Allocation Models

See how investment professionals build and adjust the asset mix for different investor profiles (such as a balanced profile).

Learn More about model portfolios

Top-notch Research

Access research from sources such as Morningstar, Recognia and RBC Dominion Securities.

Learn More about top-notch research

Connect with Other Investors Like You

See how other investors may be managing their portfolios as they approach retirement. The Community1 is the perfect place to share ideas and discuss pre-retirement strategies.

Learn More about The Community

68% of Canadians over the age of 50 have yet to speak to their partner about what they want to do in retirement.*

Have you talked to your partner yet?

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*Source: The Fifth Annual RBC 2014 Retirement Myths & Realities Poll (link opens in new window)


As an RBC Direct Investing client, you’ll have access to valuable tools and resources to help you stay on track with your retirement goals.

Please press one of the following buttons to continue: Open an Account View Tools & Resources

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Make sure you and your partner are on the same page when it comes to your retirement plans!

Get access to valuable tools and resources that can help you define and stay on track with your retirement goals.

Please press one of the following buttons to continue: Open an Account View Tools & Resources

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“I'm ready to transfer my accounts.”

It’s easy to transfer your account(s) from another brokerage and we'll cover your transfer fees.2

Transfer Your Account

“What does it cost to trade?”

Pay only $9.95 flat per equity trade3 with no minimum balance or trading activity required or $6.95 flat per equity trade3 with 150+ trades per quarter.


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