• We start our investment selection process with a top down view of various macro-economic research and forecasts from our in-house experts at RBC Dominion Securities. This includes our senior economists, portfolio strategists and research analysts. We will also draw from other experts external to our firm to help give us an overall strategic opinion of the current and expected state of economic activity.
  • Through a bottom up approach to stock selection we then build a portfolio of high quality companies in various sectors of the economy to properly diversify and reduce risk.
  • Our selection process utilizes the assistance of our RBC Investment Strategy Committee, RBC research, outside research providers and other independent information sources.
  • We look to invest in companies that have a competitive advantage, are a leader in their field, have a proven long term track record of increasing profits and dividends and have significant management ownership.
  • Fundamental, technical and quantitative analysis assist us in our selection process. Capital preservation and consistent investment returns is a cornerstone of our investment philosophy.
  • Being the largest fixed income dealer in Canada enables us to have one of the best selections of bond and money market offerings available. Close attention is paid to our current forecasts of interest rates and credit quality to reduce overall risk.