Coordinating your affairs to simplify your financial life

Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Every step of the way, we will be there as a personal guide.

To help you meet your various goals, 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-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.

To help you delegate the management of your financial affairs with confidence, we are pleased to offer Private Investment Management. Our premium level of discretionary wealth management, it is ideally suited for:

• Busy entrepreneurs, professionals and executives

• Retired individuals who travel or would rather dedicate time to other interests and pursuits

• Individuals responsible for family investments • Not-for-profit organizations, foundations and endowments 

Achieve your goals with confidence

With Private Investment Management, you can be confident that your portfolio will be managed according to the highest standards. In consultation with you, your portfolio will be constructed with such factors as your growth requirements, income needs and risk tolerance in mind. We handle all the details on an ongoing basis, working within specific guidelines established in your Investment Policy Statement. In addition, an extensive team of RBC Dominion Securities professionals supports Devin and his team with:
• Investment strategy and research

• Recommendations on securities held in your portfolio

• Reviews of your account

• Management of risk 
We are 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. 

The highest credentials at  your service

Only a select group of highly qualified advisors are able to offer discretionary portfolio management services through Private Investment Management. To qualify, an 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 advisor become an accredited discretionary manager.