Investment Management
Our portfolio management process is prudent, diversified and rigorous. Before recommending any specific investments, our team takes the time to understand your personal and financial goals, investment timeframe and risk aversion. From there, we can create a customized investment strategy, which includes guidelines on overall asset allocation among stocks, bonds and cash, that best fit your investment profile.
Our process is especially suitable for individuals seeking both long-term growth and capital preservation. We concentrate on high quality, dividend-paying companies as they have proven their resiliency in market downturn. We focus exclusively on 30 to 35 companies at a time, each carefully selected based on long-term dividend payment history, notable leadership and competitive advantage in their respective fields.
Private Investment Management (PIM)
As you enjoy greater success in life, your financial affairs become more complex and demand more of your time – time that you would prefer to devote to your other interests and responsibilities. To help you delegate the management of your financial affairs with confidence, We specializes in advisor-managed portfolios through our firm’s Private Investment Management (PIM) program. The premier level of discretionary wealth management at RBC Dominion Securities, it can only be offered by accredited Portfolio Managers. As Managers we have a fiduciary responsibility towards our client, which means our client interest comes first.
We primarily work with:
- Busy entrepreneurs, professionals and executives
- Retired individuals who travel or would rather dedicate time to other interests and pursuits
- Individuals responsible for family investments
