Transfer existing RBC accounts

Tell us which accounts you’d like to transfer. In a few easy steps, you’ll be on your way to enjoying lower fees.

Transfer accounts

Need an investment portfolio recommendation?

In addition to transferring your existing RBC Funds and PH&N Funds to us, we can also provide a portfolio recommendation for you. Simply answer a few questions to help us better understand your investment needs.

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Low fees

We charge a competitive dealer fee 1 of 0.40% of your portfolio holdings, in addition to the fund’s MER.

How do low fees help you grow your investments? Use our Fee Advantage Calculator to see how much you can save.

1Fees may be deductible if you’re investing in non-registered accounts. Consult your tax professional for specific tax advice.

Fee Advantage Calculator

$25,000
3 years

You would save
$665

For illustrative purposes only and not indicative of future values or performance of any fund. Actual results may vary. For more information, .

This shows the dollar value of potential savings based on the initial investment and time horizon you selected above, the Series F Adjusted MER for RBC Select Balanced Portfolio plus 0.4% dealer fee relative to the median MER for the corresponding Morningstar category as of December 31, 2015, and assumed compounded annual rate of return of 5.9% for a Balanced portfolio. The Adjusted MER represents what the MER would have been had management fee changes which took effect June 30, 2016 been in effect throughout 2015. Industry median MER data provided by Morningstar Research Inc. as of December 31, 2015.

Exceptional Service
Trusted Advice
Low fees

Who are we?

We have been servicing investors since 1964. As a unique offering in Canada, we offer you the perfect blend of independence and advice. When you invest with us, you take an active role in the construction and maintenance of your investment portfolio, while still being able to access investment advice over the phone when you need it.

As part of the RBC Global Asset Management family, we offer a full range of low-fee mutual funds.

We are just a phone call away

If you have any questions or need help in constructing your portfolio, please contact one of our Investment Funds Advisors at 1-800-661-6141 or via info@phn.com. Transferring your RBC portfolio to us is easy, and typically takes three business days

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