As your personal "chief financial officer", we strive to eliminate the worry and day-to-day tasks that investment decisions and the administration of your wealth require. With Private Investment Management, the Knudson Wealth Management Group of RBC Dominion Securities can handle all of that for you.
RBC’s premium level of discretionary wealth management, Private Investment Management is designed to free you from the details of managing your wealth, giving you the confidence and time to pursue other personal and professional goals.
Our team is able to take advantage of investment opportunities quickly and efficiently because your approval is not required for every single transaction. A careful process involving robust investment management guidelines, checks and balances, and formal reviews ensures that your portfolio is managed to the highest standards of ethics and professionalism.
We receive critical support in managing your Private Investment Management portfolio:
- Investment Management Guidelines that set essential standards for quality and diligence in every portfolio we manage.
- A personal Investment Policy Statement (IPS), which identifies and clearly documents your investment goals, objectives and constraints.
- The Portfolio Implementation and Risk Group with oversight responsibilities for every Portfolio Manager and every discretionary account we manage.
This group ensures your portfolio is managed according to the terms of your Investment Policy Statement. It also reviews your portfolio based on a second set of guidelines that are in place to ensure that all Private Investment Management clients hold quality investments and a suitable asset mix for their situation.
A Compliance Team with the responsibility for ensuring that all government and industry regulations are followed in the management of your portfolio.
Private Investment Management - Discover the freedom to live the life you want.
Contact us to find out how.