Achieve your goals with confidence
As you enjoy greater success in life, your financial affairs may become more complex and demand more of your time – time that you might prefer to devote to your other interests and responsibilities. To help you delegate the management of your financial affairs with confidence, we are pleased to offer Private Investment Management (PIM).
PIM allows us to take advantage of timely investment opportunities because your approval is not required for every single transaction. Whether your future involves retiring to the cottage, funding a family member’s education or traveling to new parts of the world, every small investment decision we make supports steady progress towards your goals.
We handle your portfolio details on an ongoing basis, working within specific guidelines that are established in your Investment Policy Statement (IPS) and that reflect your growth requirements, income needs and risk tolerance.
In addition, an extensive team of RBC Dominion Securities professionals support us with:
- Investment strategy and research
- Program standards for portfolio composition, quality and risk levels
- Third-party oversight to ensure alignment with your IPS and program standards
Robust investment management guidelines, checks and balances and formal reviews ensure that your portfolio is managed to the highest standards of ethics and professionalism.
The highest credentials at your service
David became a CFA Charterholder in 1992, and has offered advisor-managed portfolio service for over 20 years. As a Portfolio Manager, he is part of a select group of RBC Dominion Securities advisors that is able to offer these services through PIM. Before being registered as a Portfolio Manager, an Investment Advisor must have extensive experience advising clients and substantial assets under their direct management. Only by meeting these high standards, and completing rigorous academic coursework, can an Investment Advisor become an accredited Portfolio Manager.