Where independent thinking thrives
 

At RBC Dominion Securities, your investment philosophy is front and centre. Our dynamic platform gives advisors full control of client portfolios and access to a breadth of investment solutions, including global equity markets, proprietary and non-proprietary funds and models, as well as fixed income markets (including 30-plus GIC issuers), to name a few.

 

The flexibility to tailor your approach

Serve your clients the way that best suits them – and you – with one of our flexible investment approaches, or combine a few for a tailored solution.

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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.

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.

  • Comprehensive 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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Multiple managers, manifold benefits

Through our A+ program, build your clients’ portfolios using world-class institutional money managers’ segregated portfolios.

  • World-class managers. RBC Wealth Management ensures consistent quality and merit for the long term through rigorous and ongoing due diligence.
  • All investment styles. Your clients gain access to virtually every investment category, including segregated securities, mutual funds, and ETFs.
  • Superior trade execution: Leveraging THOR, RBC Capital Markets’ proprietary cutting-edge order router, as well as Aiden, its patented AI-powered electronic trading platform, our traders take special care with every order.
  • Automated regulatory reporting. Personalized household reporting is made easy through our in-house tool.
 

Expertise in your corner
 

Gain access to a deep bench of elite market analysts and investment strategists, who provide vetted insights and thorough due diligence.

 

 

Portfolio Advisory Group

This selection of some 30 analysts forms part of a global investments team of well over a hundred with global reach. The Portfolio Advisory Group (PAG) provides independent and objective investment guidance, including strategic and tactical, through regular day-to-day newsletters and one-on-one consultation. PAG also designs and manages model portfolios (equity, fixed income, and multi-asset), which have consistently performed well against their benchmarks, such as the Canadian Focus List.

RBC Global Asset Management

A North American 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.

Global Manager Research Team

Drawing on the expertise of sector or theme specialists, RBC Wealth Management’s A+ program of world-class third-party managers is scrupulously curated by 20-plus analysts laser focused on consistent, repeatable results.

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.

Third-party research partners

By collaborating with external world-class research firms – such as Veritas Investment Research, Morningstar, Credit Suisse, J. P. Morgan, Ned David Research Group, and Sustainalytics – RBC Wealth Management is able to deepen and broaden the level of market expertise at your command.

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.

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I came to RBC Dominion Securities because here I get the whole package, for my team and for my clients. The IA and the client are central to the philosophy of the firm, built on a commitment to excellence, strong business discipline, and processes executed with consistency. The research here is industry leading; the infrastructure is robust and innovative. And as a leader in Canada’s wealth management space, we have the scale to prepare for the future. RBC makes investments and executes best-in-class for the advisor and client.

Peter Hodgson, competitive recruit