RBC Private Investment Management

As an accredited Portfolio Manager, Alexander is able to offer you investment management on a discretionary basis. Private Investment Management is our premium level of discretionary wealth management, available exclusively to high-net-worth private clients. It is designed to free you from the day-to-day details of managing your wealth, so you can pursue your own personal and professional goals.

Most discretionary investment management programs offer portfolio management through a centralized source. While that offers a high level of money management you often don't have a personal relationship with your actual Portfolio Manager. Because you have a personal; relationship with your Portfolio Manager, your portfolio can more accurately reflect your individual needs and goals on an ongoing basis.

To become a RBC PIM Portfolio Manager one must have extensive experience in advising clients and a substantial number of assets under administration. Only by meeting these standards and completing rigorous course work can one become a Portfolio Manager, which is among the highest credentials an investment professional can achieve.

Private Investment Management is built on a foundation of trust and confidence. To ensure that we always act in your best interests we must follow a meticulous six-step process:
  1. Create your investment Policy
  2. Build your Portfolio
  3. Manage your portfolio pro-actively
  4. Third Party Review & Monitoring of your Portfolio
  5. Adjusting your investment Strategy
  6. Keeping you informed of your progress.

If you desire the freedom to pursue your interests while knowing that your portfolio is in the care of a trusted Portfolio Manager, we'd invite you to consider Private Investment Management.

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