Introducing our investment approach

Our portfolio strategy

  • Performing continual portfolio optimization in line with market volatility through our active management
  • Creating personalized portfolios to meet your investment goals
  • Cushioning the effects of downside losses during heavy market downturns and corrections
  • Providing weekly updates on client portfolio activities, economic updates and wealth solutions

Our wealth management approach

Custom-designed portfolios

  • Achieve a custom-designed portfolio with the RBC Dominion Securities portfolio approach.

Custom portfolio approach

  • Understanding your needs and goals.
  • Creating your investment policy statement.
  • Building your custom-designed portfolio.
  • Managing your portfolio.

Business planning

  • Business owner planning key features.
  • Explore how we can meet the following retirement planning needs.

Business investing

  • Fulfill all of your company's investment needs with our customized business strategies and convenient solutions.

Estate and wealth protection

Asset protection

  • To protect the value of your estate

Wealth transfer

  • To maximize the wealth you pass on using the tax-minimizing insurance strategies and charitable giving solutions

Estate settlement

  • To ease the burden if you've been appointed as an executor

Investment solutions key features

  • Financial and investment planning your other service providers, including your lawyer or accountant, corporate reorganization advice.
  • Registered estate processing, tax reporting, tax planning and T3 returns.
  • Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions.
  • Research, commentary and information on specific holdings, markets or economies upon request.
  • Online integration of your RBC investment and bank accounts for consolidated viewing.
  • Margin accounts or tri-party pledge accounts for leveraged investing.
  • Multi-currency account functionality.
  • Automatic account contributions and withdrawals, mutual fund purchase and redemption plans.
  • Interest paid on cash balances in investment accounts.

Managing business risk

  • Help protect your business through business succession planning, executive life insurance, key person insurance and more.