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A winning combination: the resources of Canada’s leading asset management firm blended with the knowledge, expertise and insight you can expect from a private investment team, The Rouleau Group Private Wealth Management.
The first step is to create your Investment Policy Statement – the leading document that defines the ideal asset allocation model for your portfolio.
In selecting your investments, we combine our understanding of the “big picture” – overall global economic and financial trends influencing the markets.
Backed by RBC’s insightful experiences and considerable resources, our team oversees day-to-day portfolio management decisions on your behalf, respecting the investment policy guidelines.
The RBC’s Portfolio Risk Group provides a second round of guidelines to ensure that you always hold quality investments and a suitable asset mix set out in your Investment Policy Statement.
In addition to receiving a monthly statement and quarterly update of your accounts, you can expect regular reporting and consultation all year round. You can also access this data and timely market information via our online services.
