Investment Philosophy & Discipline

With direct access to some of the top rated money managers in the world and virtually any investment vehicle available, we build high quality, tax efficient portfolios at a low and transparent cost. Your portfolio is designed for you – we take the time to customize your portfolio based on your desired goals, time horizon and risk tolerance


Investment Philosophy & Discipline

We invest in high quality companies and professionally managed funds, with strong track records to give you peace of mind. Portfolios can be designed to achieve any objective – capital preservation and sustained growth are typically the two key priorities for our clientele.

Investment Approach

Our investments are diligently researched, scrutinized and back-tested by RBC Dominion Securities research team to ensure only the highest quality investments. We consider strong track records, current valuations and cost to determine the makeup of your portfolio.


Investment Solutions

  • Stocks and Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Treasury Bills and Corporate Paper
  • Guaranteed Investment Certificates (GIC)
  • Insurance-Based Investments

Account Types

  • Registered Retirement Savings Plans (RRSPs)
  • Locked-In Retirement Accounts (LIRAs)
  • Individual Pension Plans (IPPs)
  • Tax-Free Savings Accounts (TFSAs)
  • Registered Education Savings Plans (RESPs)
  • Corporate and Holding Company Accounts
  • Non-Registered Accounts