Tailored portfolio construction for discerning clients
 

At RBC PH&N Investment Counsel, you’ll find the tools, resources, insights, and guidance required to deliver the personalized institutional-calibre portfolio construction that sophisticated high-net-worth clients expect from a boutique firm.

 

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Collaboration at its finest

Our fee-based approach enables you to build and adjust a personalized, goals-based portfolio for every client.

  • Collaborative to the core. Meet and exceed the requirements of sophisticated clients who wish to participate in portfolio decision-making.
  • Superior trade execution: RBC Capital Markets’ cutting-edge order router THOR and award-winning AI-powered trading platform Aiden are just some of many tools in our dedicated trading desk’s toolbox.
  • Regulatory reporting, automated. Through our proprietary reporting tool, create and distribute individualized client reports with ease.
  • Target Allocation Calculator. Serve targeted household goals while optimizing asset allocation on a per-account basis.

Your fingertips directing every move

The RBC Wealth Management discretionary approach is a feature-rich experience that allows you to trade smarter, faster, and on your terms.

  • Best-in-class data feeds. Access to leading financial data and software gives investment professionals an edge.
  • First-rate trade execution. Benefit from meticulous in-house traders with exclusive access to RBC Capital Markets’ proprietary, cutting-edge THOR smart order router and award-winning AI-powered electronic trading platform Aiden.
  • Automated regulatory reporting. Save time while providing personalized reporting.
  • Target Allocation Calculator. Optimize the asset allocation per account, while respecting the targeted household goals.
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An approach centered on award-winning expertise

With RBC Global Asset Management at the core, our discretionary approach pairs investment strength with operational excellence.

  • World-class institutional managers. RBC Wealth Management ensures consistent quality and merit for the long term through rigorous and ongoing due diligence.
  • Alternative investments. We offer alternative investments across many asset classes, including fixed income, mortgage and pension trusts, and private equity to high-net-worth clients.
  • Consolidated reporting. Consolidate a client’s various RBC accounts and any external accounts with other financial institutions, in one convenient package.
 

Expertise in your corner
 

Benefit from a deep bench of elite market analysts and investment strategists, who provide vetted insights and thorough due diligence. In addition to in-house experts, counsellors gain access to top-tier external specialists in key markets across the globe.

 

 

RBC Global Asset Management

An award-winning asset manager with global scope and impressive management capabilities, RBC Global Asset Management (GAM) serves as a reliable, significant brain trust, delivering expertise on security selection, portfolio construction, and tactical asset allocation. As a critical part of the RBC Investment Strategy Committee, GAM also provides insights on the financial markets and global economy.

Investment Products Advisory Group

Acting as a bridge between RBC Global Asset Management and counsellors, this group is responsible for providing investment thought leadership and upholding the firm’s investment and client service philosophies.

RBC Capital Markets

Gain privileged access to equity research and fixed-income analysis and products from award-winning RBC Capital Markets, recognized internationally by the most significant corporations, institutional investors, asset managers, private equity firms, and governments as an innovative, trusted partner with in-depth expertise.

RBC Economics

With an eye to market trends as well as both micro- and macro-economic forces, the experts at RBC Economics deliver in-depth analyses and comprehensive reports on timely and relevant topics, which can help guide your investment decision-making.

Cutting-edge investment opportunities, no-stone-unturned due diligence

Alternative and private investments call for enhanced quality assurance. Balance your clients’ most ambitious aspirations with objective, sophisticated guidance backed by RBC Wealth Management’s systematic, intensive vetting process.

Alternative investments
Leveraging the ongoing expertise of our in-house portfolio advisory team, our dedicated Alternative Investments Team provides advice on integrating fixed, equity, and real alternative investments into client portfolios.

Private investments
Performing intensive due diligence, RBC Wealth Management Global Manager Research analysts can offer guidance on private market offerings, including but not limited to debt, equity, infrastructure, real estate, and natural resources.