World Class Professionals
As your RBC Dominion Securities advisor, we are accredited professionals who provides a wealth of knowledge, resources and solutions. Working with us you will be able to benefit from the expertise of our top-ranked RBC Capital Markets research department, Global Portfolio Advisory Group and Wealth Management Services team. We work with clients to design and implement a plan that we monitor on a regular basis to ensure that we capture investment upsides, while protecting market volatility.
WHAT MAKES US DIFFERENT:
- We focus on building trust and confidence
- We pride ourselves in building custom-designed investment portfolios based on your specifications
- Top-ranked research to help you make informed decisions.
- Access to world-class investment managers.
- Freedom from the day-to-day details of managing your wealth.
- An intensively disciplined investment approach.
Through discovery conversation and analysis, we will implement an investment strategy for our clients to reflect your retirement income needs, risk tolerance and maximizing tax efficiencies. Our team utilizes the following strategies for your investment needs:
- Expertise of our RBC portfolios
- Ideal if you are focused on building your wealth and want the potential for greater long-term returns as compared to bonds and cash investments.
- Want to balance out a portfolio containing a high percentage of fixed-income investments to help maximize or protect your wealth.
- A+ unified managed account
- Personalized investment portfolio managed for you on a discretionary basis, freeing your time to focus on other important priorities.
- Carefully screened money managers, top-ranked mutual funds and recommended Exchange-Traded Funds (ETFs) available in a single custody account for greater convenience.
- Highly disciplined, proven process that removes the guesswork and emotions from investing.
- Ideal for one who wants a convenient, all-inclusive portfolio solution with greater flexibility and choice.
- Advisory accounts
- Our team makes or approves all investment decisions, working in partnership with your Investment Advisor.
- Adjust your portfolio to meet changing market conditions and personal circumstances, without paying additional fees and charges.
- Receive expert portfolio planning and implementation services.
- Access timely market updates and top-ranked research, as well as convenient portfolio evaluation and monitoring tools online.
- Enjoy premium interest rates on a wide variety of interest-bearing securities, commission-free mutual funds and exclusive access to low cost mutual funds.
