Build your portfolio with professionals
Regardless of the extent of your investment knowledge, we will make you feel comfortable when building a portfolio that is aligned with your goals and investment objectives. Our team, working closely with RBC’s Portfolio Advisory Group, will ensure that your expected investment return is in line with the amount of risk you are willing and able to tolerate. We follow a three-step approach to investment management:
Step 1: Determine an asset allocation strategy tailored to your unique circumstances, goals, risk tolerance and investment time horizon.
Step 2: Select specific assets to implement the strategy to achieve portfolio diversification, maximize risk-adjusted returns, and tailor growth potential and risks for your individual needs and goals.
Step 3: Monitor and evaluate your performance regularly to ensure your portfolio is still meeting your needs and on track for your long-term investment goals.
Clients ask us:
How do I increase my nest egg?
How do I choose an investment strategy?
How do I find the best investment assets for me?
Am I taking too much risk, or not enough?
How liquid are the investment assets that I have chosen?
Is my investment portfolio tax-efficient?
We are here to answer all your questions about building your portfolio.
