Digital Enablement
Small Business
Financial Planning
Mortgages
Waterdown Facts
100
This is an online money management tool that makes it easy to track your spending and organizes financial data
What is my finance tracker?
100
Small business clients with no borrowing are identified with this number
What is 199?
100
The accreditation that all financial planners and investment and retirement planners must have to work on the Financial Planning team
What is PFP?
100
A type of mortgage where the interest rate can change when when the prime lending rate changes
What is a variable rate mortgage?
100
The year Waterdown joined the City of Hamilton
What is 2001?
200
You can set these up through your online banking to advise you when large withdrawals, deposits or transfers are made
What is RBC Alerts?
200
Small business clients with some borrowings are identified with this number
What is 998?
200
The unique discovery process that RBC uses for Financial Planning
What is Your Future by Design?
200
A borrowing solution that allows clients to have up to 5 mortgages and 5 credit line lines under one plan
What is a Homeline Plan?
200
The original location of the RBC Waterdown branch
What is Pickwick books?
300
This app uses Near Field Communications (NFC) similar to the contactless payment feature on your existing payment card to make POS purchases
What is RBC Wallet?
300
Janice's SAMBP number for her clients
What is 958?
300
The list that identifies potential clients that may benefit from Financial Planning
What is Home of Best Fit?
300
The maximum amortization for a CMHC insured mortgage
What is 25 years?
300
The name of the Waterfall on Mill Street
What is Smokey Hollow?
400
This feature now allows clients to send up to $10,000 via interact eTransfers
What is the two step authentication?
400
The ideal lending limits for a SAMBP?
What is $50,000 - $750,000?
400
The name of the new initiative that will allow Royal Direct to connect clients with advisors through video chat/webex
What is My Advisor?
400
These are 3 prepayment options that are available on fixed rate mortgages
What are Double up, 10% increase to your payment, and 10% annual lump sum?
400
In the 1900's, the American House was known as this
What is Kirk House or the Kirk Hotel?
500
You have to have this up to date on your client profile in order to complete two step authentication
What is your mobile number?
500
The partner you refer small business clients for Payroll needs
What is ADP?
500
Name 4 of the 8 financial planning disciplines used to help clients develop their financial strategies
What is net worth & cashflow, debt & borrowing management, investment planning, estate planning, retirement planning, transition to retirement, risk management & tax planning
500
The maximum amount that can be withdrawn from your RSP under the First Time Home Buyers program
What is $25,000?
500
In 1861, this number of people lived in Waterdown
What is 600?
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