Helping you help your clients
Being a fiduciary entails the highest duty of care for your clients. At The PFP Group of RBC Dominion Securities, our goal is to help you uphold this duty as you guide your clients toward their financial goals. We combine our in-house team with the vast resources of RBC, giving you direct access to the top equity, bond, and treasury services desks in Canada.
Our services include:
1. Investment Policy Statement creation and maintenance
2. Advisory and consulting services for Portfolio Managers & Trustees
3. The creation of customized investment vehicles including structured products
4. Enhanced investment research and due diligence
5. New issue strategy consulting
6. Short term cash management
7. Transparent and competitive pricing
8. Comprehensive and customized reporting
Please contact us to discuss how we can meet the unique needs of your institution today.