Private Investment Management

If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management, our premium level of discretionary wealth management. 

Busy professionals and executives, travelers, retirees and snowbirds often find that the greater their wealth, the more time they require every day to manage it. If you are responsible for investing for a not-for-profit organization, foundation or endowment, you may also find that the expertise required to make investment decisions can be time-consuming and complex.

Whether you need your time to focus on your career, manage the needs of an organization, travel outside of the country for long periods, or you wish to enjoy quality time with family and friends, Private Investment Management will give you the time and freedom you deserve.

How it works:

Bob Jones and his accredited team of professionals work within your specific investment objectives so you can free yourself from the responsibilities of investing and still be confident that your investment plan and goals are on track. 


The Advisor Account is designed to complement our portfolio approach to investing. Clients following the portfolio approach are able to better focus on their investment objectives to achieve their overall financial goals. We can plan, implement and make adjustments to your investment portfolio as needed. You work directly with our team of professionals, and you are backed by the strength, security and resources of RBC Dominion Securities Inc., Canada’s leading full-service investment firm.

The Advisor Account offers the simplicity of paying one annual fee which may be tax deductible. You have access to all the investment and financial services that our firm has to offer. Working in partnership with our Investment Advisor, you can take advantage of our portfolio planning and implementation skills, our investment research and strategy, plus our evaluation and monitoring tools.

Partnership, a tailored investment process, and access to our financial planning, estate planning, and tax planning professionals are just a few of the reasons why an Advisor Account may best work for you.