Our investment philosophy
Your needs and goals are the driving force behind our investment philosophy.
That said, investing is just one part of your overall wealth plan.
The first step of our investment process is to gain a thorough understanding of your current situation, your future goals, how you feel about risk and your family dynamics.
Your answers allow us to determine and establish together the risk parameters within which we can provide you with the best possible advice.
Our core beliefs
The core of our investment philosophy is based on the following beliefs:
- Portfolios should be built around your needs, not on beating the market.
- Asset allocation is likely to provide more return than single security selection.
- Investment fees are an important criteria for portfolio construction.
- Market timing presents more risks than opportunities.
Portfolio construction
After establishing your risk parameters, we build a custom-built model portfolio tailored to your solution.
Our portfolios are designed in consultation with RBC’s world-class research professionals, as well as our external investment partners.
Working with a variety of different partners allows us to develop an approach that is objective and well-researched, and tailor each plan to enhance, protect and ultimately transfer your family wealth.
