Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.

With the wealth management approach, we can help you:

  • Clarify your individual needs
  • Establish specific goals
  • Bring together all the solutions you need to effectively manage your wealth

Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We help guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

We would be pleased to speak with you about your financial objectives. Please feel free to contact us today.

Achieve a custom-designed portfolio with the RBC Dominion Securities Portfolio Approach

 

For more than 115 years, RBC Dominion Securities has helped its clients achieve their financial goals by employing a disciplined process to investing known as the Portfolio Approach.

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 the custom Portfolio Approach:

 

Step 1 : Understanding your needs and goals

Our first and most important job is to listen to you and understand your needs and dreams for the future. We will take the time to understand your specific investment goals, 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. This “discovery process” doesn't end here—as time passes, and your situation changes, we will work with you to ensure that your investment strategy remains current.

 

Step 2 : Creating your investment strategy

With an in-depth understanding of your personal situation, we are able to create your investment strategy. This 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 strategy 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 strategy, we can structure your personal portfolio.

In building a personalized investment portfolio for you, we select from the universe of investments 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

We also have access to leading-edge investment strategy and research provided by the RBC Investment Strategy Committee, RBC Capital Markets and third-party, independent firms.

You will have a diversified portfolio that conforms to the guidelines and direction you set in advance. This process means you will receive specific, appropriate investment recommendations, and each recommendation will be clear and well thought-out.

 

Step 4 : Managing your portfolio

The last step in the 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.

 

For more information, please contact us today.

Helping you remove the guesswork from investing

Gain greater convenience, customization and choice with A+: the latest advance in wealth management delivered through our innovative Unified Managed Account (UMA) technology.

With A+, you get convenient access to the most current thinking of RBC’s senior portfolio strategists and carefully evaluated investment ideas from elite money managers worldwide within a highly customized, tax-efficient portfolio managed by RBC Dominion Securities.

A+ follows a highly disciplined, proven process designed to remove the guesswork and emotions from investing. For even greater peace of mind, your A+ portfolio benefits from independent, third-party due diligence on manager selection. 

A+ key features

Convenience

Your personalized A+ investment portfolio is managed for you on a discretionary basis, freeing your time to focus on other important priorities. Every quarter, your A+ portfolio is automatically rebalanced to align with the current asset allocation recommendations of the RBC Investment Strategy Committee. You also receive an integrated view of your overall financial affairs through A+ UMA consolidated account reporting.

Choice

Choose from carefully screened money managers, top-ranked mutual funds and recommended Exchange-Traded Funds (ETFs) – now available in a single account for greater convenience.

Customization

Your A+ portfolio is customized to your needs, whether you’re looking for growth, income or capital preservation. It can also accommodate your individual tax needs and any investment restrictions if you wish to invest in a socially or environmentally responsible fashion.

For more information, please contact us today.