As you enjoy greater success in life, your financial affairs will invariably become more complex and demand more of your time - time that you would prefer to devote to your other interests.

 

To help delegate the management of your financial affairs with confidence, our team is pleased to offer discretionary wealth management through RBC Dominion Securities' Private Investment Management (PIM) program.

 

Whether you lack the time, experience, or desire to manage your portfolio on a day-to-day basis, our service allows you to focus on what is important in your life - living it!

 

With a discretionary manager, you can enjoy the convenience of leaving the day-to-day investment decisions to a professional.

 

Our premium level of discretionary wealth management is ideally suited for:

 

  • Busy entrepreneurs, professionals, and executives;
  • Retired individuals who travel or would rather dedicate time to other interests and pursuits;
  • Individuals responsible for family investments;
  • Not-for-profit organizations, foundations, and endowments.

 

With Private Investment Management (PIM), you can be confident that your portfolio will be managed according to the highest standards. Working with you, we create an Investment Policy Statement, which reviews the guidelines that we will uphold when managing your portfolio.

 

Your portfolio is constructed with such factors as your growth requirements, income needs and risk tolerance in mind.

 

In addition, an extensive team of RBC Dominion Securities professionals supports us with:

 

  • Investment strategy and research;
  • Recommendations on securities held in your portfolio;
  • Reviews of your account;
  • Management of risk.

We are able to take advantage of investment opportunities quickly and efficiently because your approval is not required for every single transaction. A careful process involving robust investment management guidelines, checks and balances, and formal reviews ensures that your portfolio is managed to the highest standards of ethics and professionalism.

 

Portfolio management services are fully integrated in our PIM program and include portfolio reviews, asset allocation and rebalancing, risk management through asset and investment style diversification, portfolio performance monitoring and quarterly reviews.

 

Please contact us today to learn more about our approach to Private Investment Management!