Your time is valuable. So is your net worth. Let us help!
Choosing someone to manage your money is a critical decision. The investment industry offers a wide array of products and client experiences from which you can choose. We at The Forward Private Investment Management Group of RBC Dominion Securities understand that you deserve to know up front what you can expect from us. That is why we've tailored our service proposition to meet the needs of a very distinct clientele.
We Offer Personalized Discretionary Portfolio Management
Our discretionary Portfolio Investment Management is ideally suited to those who have accumulated a significant level of wealth, but lack the time, desire or expertise to devote daily attention to their investments. Our unique program allows you to own segregated securities and still have direct access to your Portfolio Manager. To make sure your portfolio is invested in a manner that meets your specific needs, we'll create a customized Investment Policy Statement that outlines the guidelines for meeting your objectives. This document will provide a framework for investing, based on your growth requirements, income needs, and risk tolerance. Additionally, you may be confident in the knowledge that your portfolio is being regularly reviewed by our firm's Risk Management Group to make certain your investments meet all minimum standards for quality and suitability.
We Can Help You Find "Big Picture" Solutions
Managing your wealth requires more than simply investing your money. We'll work in contact with your other professional advisors to co-ordinate strategies for minimizing taxes, estate planning, meeting your insurance needs and basic financial planning. We also have an extensive network of expertise to draw upon should you require a referral for specialized advice.
A Partnership Built on Trust
We understand that trust is earned over time and reflects a confidence that your best interests are being served. With this in mind, we've developed a service proposition that includes an all-inclusive fee based on assets under management. This ensures that your interests are aligned with ours and that the potential for conflicts of interest are greatly reduced. We'll also report your portfolio performance on a regular basis, and we'll review those returns relative to established benchmarks.
We won't try to be 'all things to all people'. For this reason, we use an initial in-depth meeting format that's been structured as a two-way interview. Only by learning more about each other can we affect a common understanding of your expectations, and how we will endeavour to meet those expectations. We look forward to hearing from you.