Investments
Our discovery process is a critical step in each new client introduction and is integral to all review meetings with you. We ensure we have a complete understanding of what you want and need your money to accomplish, today and in the future.
All portfolios are designed and maintained using a proven due diligence process to create a diversified selection of investments intended to meet your specific risk and return objectives.
We manage financial assets for clients in one of two ways:
Discretionary role - Private Investment Management
- we offer discretionary management to relieve the burden of individual investment selection and assigns those decisions to us
- decisions are governed by an Investment Policy Statement ('IPS') - a legal agreement between you and your Portfolio Manager that sets specific investment parameters
- a professional approach to managing portfolios only provided by select, qualified Portfolio Managers at RBC Dominion Securities
- oversight by the firm's Portfolio Risk Group to ensure all investment decisions fall within the guidelines of your IPS
Advisory role
- we offer investment recommendations to you based on your objectives, goals and risk parameters
- decisions are ultimately made by you
