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Working with the right financial institution can make a big difference, not only on how you manage your money today, but also to your long-term financial confidence and wellbeing. The right financial partner will help you feel supported, confident in your financial decisions, and prepared for what’s ahead. But with so many choices available, how do you cut through the noise and ensure you’re with the one that’s right for you? “Let’s face it, some people see a bank simply as a place to keep their money and check their transactions. But having the right financial partner is about so much more,” said Craig Bannon, RBC’s national director of Financial Planning Support. “It’s about having a partner in your life, and that means having someone there to listen, talk through your plans and goals, and help you feel in control of your finances.” As 2025 comes to an end, now presents the perfect opportunity to take a closer look at your current financial relationships. It’s a time to explore whether your financial partners are giving you the advice, support and guidance you deserve. Here are three important questions to ask yourself when evaluating whether your financial partner is the best fit for you — and how RBC can support your unique journey. 1) How do they show up for you? Your financial partner should be there for you, when and where you need support. This means having a bank who is not only just a call or online conversation away, but who also provides in-person advice when it matters to you. RBC is that partner for many Canadians. As Bannon explained, “Technology makes a lot of things easier, but when life gets complicated, sometimes you need a conversation with a professional who understands your circumstances – someone who can provide personalized support and advice to help you navigate everyday banking decisions, more complex financial needs, and big life moments.” 2) Do they have the track record of stability you deserve – and will they be there for you in the long-term? For more than 150 years, RBC has been helping Canadians navigate financial decisions – big or small – through economic ups and downs and life transitions. “There is comfort in knowing your financial partner has seen it all before, and will still be here for you tomorrow,” Bannon added. RBC has your back, not only when it comes to daily banking, but when you are planning for the future — including saving and investing. And while it can be easy to get caught up in low-fee platforms, flashy tools and fast promises, real financial confidence comes from consistency, experience and results that compound over time. A good financial partner is there for you for the long run, supporting your future growth. 3) Do they provide peace of mind? Reliability is a non-negotiable and you should have a partner who gives you confidence that your finances are in good hands. “RBC invests heavily in protecting your money, identity and information, to help provide peace of mind while playing a key role in supporting your success,” said Bannon. “If something doesn’t feel right, such as a strange transaction or concerns your card may have been compromised, you can trust RBC to respond quickly, clearly and with care.” Looking for a financial partner who is always in your corner? Learn how RBC can support your financial success at rbc.com/mymoneymatters. Disclaimers This article is intended as general information only and is not to be relied upon as constituting legal, financial or other professional advice. A professional advisor should be consulted regarding your specific situation. The information presented is believed to be factual and up-to-date but Royal Bank of Canada does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by Royal Bank of Canada or any of its affiliates. RBC Financial Planning is a business name used by Royal Mutual Funds Inc. (RMFI). Financial planning services and investment advice are provided by RMFI. Mutual funds are sold by Royal Mutual Funds Inc. (RMFI). Guaranteed investment certificates and RBC Investment Savings Accounts are offered through Royal Bank of Canada. 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.
