The Savvy Investor's Credit Workbook

How You Can Use Credit to Improve Your Financial Well-Being

Today, many investors are discovering that credit can be a practical part of a comprehensive wealth management approach. According to the World Wealth Report 2015, produced by Capgemini and RBC Wealth Management, nearly 20% of high net worth investors surveyed use credit.

These savvy investors understand that borrowing against eligible securities in their portfolios can be an innovative way to gain quick and easy access to cash for a broad range of important purposes—all without selling securities or interrupting their long-term goals.

Take a fresh look at credit by using The Savvy Investor’s Credit Workbook to:

• evaluate your credit needs;
• calculate how much credit is “healthy” for you;
• and learn ways to use securities-based lending solutions strategically.

To discuss how credit may fit in with your overall financial goals and to download a complimentary copy of the workbook, contact your RBC Wealth Management financial advisor or use the advisor locator tool to find an advisor near you.

Important disclosure information about Royal Bank of Canada (RBC) and RBC Capital Markets, LLC