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Our sophisticated investment management approach is tailored to your unique circumstances and risk capacity. With access to the global insights and thought leadership of RBC’s world-class, globally recognized investment committee, we ensure that you are positioned opportunistically, taking all assets into consideration.
Key characteristics:
The focus is capital preservation. The portfolio will typically be invested mainly in fixed income and other low volatility instruments with a small allocation to equities to provide some protection against inflation. The investor in this category has a low tolerance for loss over their investment horizon.
The focus is wealth preservation which includes an element of growth to retain the real (inflation-adjusted) value of the portfolio. The portfolio will typically include fixed income instruments as well as some exposure to growth assets. The investor in this category has some tolerance for loss over their investment horizon.
The focus is capital appreciation with a secondary focus on wealth preservation. The portfolio may include exposure to all asset classes and carries moderate risk of loss over the investment horizon.
The focus is on long term capital appreciation, with moderate wealth preservation. The majority of the portfolio will typically be invested in a blend of growth assets. The investor in this category has a higher tolerance for risk over their investment horizon.
The focus is the maximization of long term capital appreciation. The portfolio will be invested mainly in growth assets and may have a higher proportion of higher risk investments and possible concentrations. The investor in this category has a high tolerance for risk over their investment horizon.
Only experienced investment advisors who have met strict, industry-wide qualifications for assets under management can offer this premium service.
After designing your financial plan, we craft an Investment Policy Statement (IPS) that reflects your objectives, risk appetite, time horizon, and tax considerations.
Assets are thoughtfully selected based on core quality requirements, with additional third party monitoring to make sure your investment strategy is aligned to your preferences.
