We work to provide you with a custom-designed portfolio using our disciplined Portfolio Approach process. The basis of long-term, successful money management, the Portfolio Approach is predicated around creating a customized investment portfolio that reflects your investment needs throughout the various stages of your life.
 
There are four steps to our Portfolio Approach:
 
Step 1: Understanding your needs and goals
Step 2: Creating your Investment Policy Statement (IPS)
Step 3: Building your custom-designed portfolio
Step 4: Managing your portfolio
Step 1: Understanding your needs and goals

Our first and most important job is to listen to you and understand your needs and goals for the future. We will take the time to understand your specific investment objectives, such as saving for retirement or financing a business, and the timeframes available to achieve them. In addition, we will consider your return expectations and tolerance for risk, making adjustments to your portfolio as time passes and your situation changes.
 
Step 2: Creating your Investment Policy Statement (IPS)

With an in-depth understanding of your personal situation, we are able to create your investment policy statement. This document provides the framework for managing your financial assets going forward. It clearly sets out your investment objectives, income needs, timeframes, asset mix guidelines, security selection criteria and review process. Your investment policy statement helps keep your investment goals and preferences in clear focus. It also provides a benchmark for measuring the progress you're making towards achieving your goals.

Step 3: Building your custom-designed portfolio

Once you've approved your investment policy statement, our team can structure your personal portfolio.
 
In building a personalized investment portfolio for you, we will be selecting from a complete universe of investments from sources worldwide. This includes:
  • Investments for growth, such as Canadian, U.S. and international stocks
  • Investments for income, including government and corporate bonds
  • Investments for wealth preservation, including guaranteed investments
Our team also has access to leading-edge investment strategy and research provided by the RBC Investment Strategy Committee, RBC Capital Markets and third-party, independent firms.
 
Step 4: Managing your portfolio

The last step in our process is to monitor your progress towards your continued success. We will review your portfolio with you on a regular basis, and recommend appropriate changes to keep you on track. You will also receive detailed account statements, portfolio review statements, transaction updates and tax reports.
 
To arrange a time to discuss your financial affairs with Don, please contact our office at (416) 974-0222, or toll-free at (800) 766-1034.

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