Discretionary Third Party Management (A+)

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.

Key Features and Benefits of A+

  • Next-generation UMA portfolio management technology
  • 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
  • Integrated view of your overall financial affairs through A+ UMA consolidated account reporting
  • Automatic rebalancing to align your A+ portfolio with the current asset allocation recommendations
  • Independent, third-party due diligence on manager selection for greater peace of mind
  • Highly disciplined, proven process that removes the guesswork and emotions from investing

Designed to Fit Your Needs and Style

  • Wide range of A+ investment mandates to suit your individual investment objectives
  • Different manager styles, including value, blend and growth
  • Canadian, North America, European, Asian and Emerging Markets mandates
  • Fixed-income, small-cap equity, mid-cap equity, large-cap equity and alternative asset classes
  • Customization based on your individual tax situation to help reduce taxes
  • Personalized screens to restrict certain sectors of the economy based on your personal values (e.g. tobacco, alcohol, military)

A+ could be ideal if you:

  • Want a convenient, all-inclusive portfolio solution with greater flexibility and choice
  • Prefer that your investments are professionally managed according to a highly disciplined approach