A comprehensive approach to building and protecting wealth

We take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading1 RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.

Canada’s premier wealth management group1

Investment management is just one key part of a well- rounded wealth plan. To help you complete your financial picture, we’ll help you access a wide range of wealth management services, including financial planning,

Will and estate consultations, insurance-based wealth preservation, tax-minimization strategies and philanthropy, working together with your other professional advisors, such as accountants, lawyers and private bankers.

We also offer the following consultations and services through our RBC Wealth Management Services team:

  • Financial planning

  • Will and estate consultation

  • Insurance assessment

  • Strategic tax-minimization review

  • High-net-worth planning

Investment solutions designed for you

The starting point for achieving your investment goals is a personalized strategy. Several important factors will be considered in the creation of your strategy – your personal investment goals, how long you have to invest and how comfortable you are with market risk. Based on this, we will recommend guidelines for making investment decisions
– including security selection and asset mix criteria. Over time, your plan will evolve to keep pace with your changing needs and will be adjusted to reflect current market conditions.

Helping you make informed decisions

Portfolio strategy and research

Making sense of today’s everchanging financial markets isn’t easy. But having the right perspective on where the markets are going – and how they can affect your portfolio – is essential to succeeding as an investor.

The RBC Investment Strategy Committee, which is comprised of our senior economists, portfolio strategists and research analysts, provides additional insight and perspective to your Investment Advisor. After considering investment research and economic analysis, the Strategy Committee makes recommendations on portfolio structure for the coming 12 months, including:

  • The optimal mix of stocks, bonds and cash

  • Suggested terms for fixed-income investments

  • A “focus list” of top-ranked Canadian stocks collectively expected to outperform the benchmark TSX

Your Investment Advisor also has access to research from several leading firms, including industry-leading RBC Capital Markets and independent Veritas exclusive to RBC Dominion Securities.

Focusing on the big picture

Getting the right investment advice is a key part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement or guidance on how to structure your estate in a tax-efficient manner. Perhaps you have very specific concerns that need to be addressed – like maximizing your retirement income or deciding how to pass on the family business.

Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Your Investment Advisor can help you address all your wealth management concerns.

Craig Thompson, CFA

Portfolio Manager & Wealth Advisor

416-842-3472 | LinkedIn

Complimentary Portfolio Review

Let us review your portfolio with no strings attached. At minimum you will walk away better informed about how you are currently invested.

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