The Hillyard Stephen Group at RBC Wealth Management specializes in the provision of investment and advisory services to institutional clients across the Province of BC. Our client list includes a number of high profile endowments/foundations, trusts, charities, "for profit" businesses, and multiple government/government agency offices.
Our team's institutional advisory process is focused on maximizing investment return within a given level of risk, on minimizing liability for fiduciaries/investment stewards, and on managing assets within the strict parameters set out in the Investment Policy. Transparency, process, and fiduciary prudence are all critical elements of the institutional client experience at RBC Wealth Management.
If you are interested in finding out more about the team's institutional asset management program, please feel free to arrange a complimentary consultation through the contact page above. Our team's typical institutional asset management relationship starts at $5MM CAD.
Requests for Proposal (RFP's) can be submitted by mail to:
The Hillyard Stephen Group
c/o RBC Wealth Management: Dominion Securities Inc.
Suite 500- 730 View Street
Victoria, BC, V8W1Y7
Or by email to: firstname.lastname@example.org