Process-driven portfolio management

Our disciplined, process-driven approach to investing is the perfect complement to our plan-based wealth management approach. By working closely with you and your family to align on your unique investment policy statement, we build a customized, diversified, and adaptable portfolio based around key principles that have helped our clients achieve success and live the lives they’ve always dreamed of.

Staying attuned to the market

While we don’t try to time the markets, we do keep a finger on the pulse of industry trends, understand historical precedents, and make proactive decisions on your behalf.

Balancing short- and long-term

Your ideal time horizon is a key consideration for our team, always striving to strike a perfect balance between your short-term needs and your long-term growth.

Weighing risk and growth

We weigh your risk tolerance against your appetite for growth, seeking a comfortable middle ground that helps protect and build your wealth for generations to come.  

Rebalancing and reviewing

While we’re not day traders, we do carefully review your portfolio each month, rebalancing according to market changes and your unique investment policy statement.

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Powered by PIM

With Private Investment Management (PIM), RBC’s premium investment management platform, our team offers clients a range of unique benefits that result in less worry, more peace of mind, and a portfolio that is perfectly aligned to your unique goals, dreams, and aspirations. 

With your investment policy statement top of mind, we create a fully personalized portfolio aligned to your time horizon, income needs, risk tolerance, and other unique preferences.

The foundation of your portfolio is a personal relationship with Brenda Miller, an experienced and accredited portfolio manager who is held to the highest standards.

In conjunction with our own investment knowledge, we leverage industry-leading research from in and outside RBC to ensure we make informed decisions on your behalf.

On top of our own due diligence as a team, your portfolio is reviewed quarterly by leading experts to ensure it’s aligned to your agreed-upon investment policy statement.

Delivering world-class service for true peace of mind

Discover what sets Brenda Miller Family Wealth apart.

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