Empowerment through client education

This team of investment advisors from RBC Dominion Securities wanted to empower their clients by providing self-guided tools and resources in one spot. This served a dual purpose of educating clients about their financial planning while also reducing the number of calls and requests to the administrative team.

The page was designed so that all of this key information – tax guides, financial planning facts, retirement checklists – were located beside sign on portals, with links to step-by-step instructions.