Led by Portfolio Manager Jim Noble, Noble Wealth Management of RBC Dominion Securities cultivates exclusive discretionary relationships with high-net worth families. You allow us to make the day-to-day investment decisions on your behalf so you can focus on what is important to you.

 

Macro Strategy
Quantitative Screening
Technical Indicators
Fundamental Corroboration

 

 

Macro Strategy

We use specific macro contrarian indicators for gauging the degree of market risk. We subscribe to Warren Buffet’s theory that fear should be bought and greed should be sold.

As part of our macro strategy we create a customized Investment Policy Statement based on your unique circumstances.


Quantitative Screening

We use a quantitative screening process that identifies the top 15% of companies in Canada and the U.S. that should be considered for inclusion in an investment portfolio.


Technical Indicatiors

We then use a series of technical indicators and models that identify the companies that should be overweight or underweight within a portfolio.


Fundamental Corroboration

We corroborate our decisions using RBC Dominion Securities #1 ranked analysts’ fundamental review of the company of interest.

The result is a customized portfolio which holds high quality securities, which have passed a multi-disciplinary screening process, and is suitable to your unique circumstances.

We believe the difference between mediocrity and success is execution.