- Live well in retirement
- Retirement checklist
- Optimize your business
- Business planning
- Business owners guide
- Simplify complex financial affairs
- How to select your financial advisor
- Family wealth management guide
- Create your family legacy
- Estate and wealth protection
A+ unified managed account
Gain greater convenience, customization and choice with A+: the latest advance in wealth management delivered through our innovative Unified Managed Account (UMA) technology.
With A+, you get convenient access to the most current thinking of RBC’s senior portfolio strategists and carefully evaluated investment ideas from elite money managers worldwide within a highly customized, tax-efficient portfolio managed by RBC Dominion Securities.
A+ follows a highly disciplined, proven process designed to remove the guesswork and emotions from investing. For even greater peace of mind, your A+ portfolio benefits from independent, third-party due diligence on manager selection.
A+ Unified Managed Account Key Features
Your personalized A+ investment portfolio is managed for you on a discretionary basis, freeing your time to focus on other important priorities. Every quarter, your A+ portfolio is automatically rebalanced to align with the current asset allocation recommendations of the RBC Investment Strategy Committee. You also receive an integrated view of your overall financial affairs through A+ UMA consolidated account reporting.
Choose from carefully screened money managers, top-ranked mutual funds and recommended Exchange-Traded Funds (ETFs) – now available in a single account for greater convenience.
Your A+ portfolio is customized to your needs, whether you’re looking for growth, income or capital preservation. It can also accommodate your inpidual tax needs and any investment restrictions if you wish to invest in a socially or environmentally responsible fashion.
To learn more about Investment Solutions, please contact us.