Investment Management

As a former Corporate Banker, Agho gained a wealth of experience in financial analysis reviewing both private and public corporations on facets of the business related to performance. These areas included debt servicing, leverage, profitability, market share presence, quality of management and, most importantly, the ability to share revenue and income with shareholders.

As a former tech leader within a start-up, Agho also recognizes there are disruptors in many industry verticals which create new value opportunities for investing.

These same principles are fundamental to the analysis that takes place when customizing a portfolio for our client base. Whether the goal is to construct a portfolio that generates income or a portfolio for growth, with the support of a team of analysts, Agho will ensure your portfolio is tailored to your unique situation.

As you leverage our team, you are hiring RBC to become the Chief Investment Officer to provide essential services that include:

  • Risk management: Understanding your risk appetite and developing an appropriate overall asset allocation for all of your wealth (not just what we’re managing here). Mitigating/offsetting risk for business-owner clients.
  • Financial planning: Incorporating short- and long-term goals unique to your family and/or business.
  • Investment management: Deployment of asset mix and ongoing rebalancing of your portfolio to ensure we maintain the right level of risk using a basket of individual stocks, bonds, exchange-traded funds (ETFs), separately managed accounts (SMAs) and possible alternatives.
  • Consolidated reporting: Receive a single net worth statement where you can see all your investments in one place – this provides an excellent source of information for accountant.

RBC Wealth Management is the largest full-service wealth management firm in Canada, which enables us to provide a truly open architecture with access to all types of resources and investment vehicles, including:

  • Domestic and global investments;
  • One of Canada’s largest inventories of fixed-income investments;
  • Research on investment strategies backed by The RBC Investment Strategy Committee, comprised of our senior economists, portfolio strategists and research analysts
  • A recommendation for the optimum mix of stocks, bonds and cash for client portfolios based on the current economic outlook.