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 solid 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