A second perspective · 4 min READ

What should I compare before changing my wealth relationship?

A clear starting point for the conversation ahead.

By Quobi Experience Lab · Independent demoSources checked 1 November 2026
THE SHORT ANSWER

Compare how each relationship serves your priorities, the responsibilities and costs involved, and any services you rely on today. Public information alone does not establish that changing providers is right for you.

Start with what you want to review

Identify the specific part of your current arrangement you want to understand better: planning, communication, decision-making, costs, or coordination with other professionals. A second conversation can help clarify questions without committing to a change.

Compare the complete relationship

RBC Private Banking describes integrated banking, lending, and wealth planning. iA publishes wealth-planning services through advisory teams. These are different service bundles, so identify what you would retain, replace, or need to coordinate.

  • What planning and ongoing service would be included?
  • What is the complete written cost, including any transfer-related charges?
  • What banking or borrowing arrangements do I rely on?
  • What would the current requirements and transition steps be?

Keep the comparison grounded

RBC’s published typical client profile is not an iA qualification rule. No referral relationship, partnership, comparative performance, or reason to switch is established by these public pages.

Sources you can explore

RBC Private Banking — Reference context iA Private Wealth — Solutions iA — Choosing an investment advisor iA Private Wealth — Find an advisor

RBC is reference context. The prospective customer’s actual client-acquisition channel remains unconfirmed.

Original educational summary. Not reviewed or approved by iA. General information, not personal financial advice.