Generate enough income to support your charitable giving
As a charitable foundation or endowment fund trustee, you want to devote your time to awarding grants and funding the programs that best protect the planet, advocate for social change and enhance the quality of our lives. Jeff Boomer – Investment Advisor, RBC Dominion Securities – lets you focus on making the world a better place by taking care of your investment management needs.
Jeff and his team spend a considerable effort clarifying your objectives to understand your specific needs and to lay a proper foundation for investing in accordance with the short- and long-term objectives of your organization. Below are a few of the services you can expect:
- The creation of an Investment Policy Statement that clarifies the objectives of your organization, its spending needs, risk tolerance, asset allocation, time horizon(s) and the role of the Board or Investment Committee.
- Adopting a multi-manager, multi-asset, multi-style investment strategy that preserves independence, removes biases and builds layers of diversification to enhance returns and manage your portfolio risk and volatility.
- Implementing a rigorous money manager selection process, and a full review of all top-rated managers every 12 – 18 months.
- Access to greater efficiencies in trade execution and tax optimization by leveraging the nearly $22 billion in assets RBC Dominion Securities has with top investment managers globally.
- Regular rebalancing of your portfolio to match the asset allocation outlined in your Investment Policy Statement.
- The ability to filter securities for ethical, social or community-specific considerations.
- Performance, financial and tax reporting that is customized to your needs.
- Full access to our comprehensive team of tax, insurance, charitable and estate planning professionals and resources.
Jeff Boomer has spent over 25 years analyzing investments and advising clients. For 6 years, Jeff led public and private security analysis for the Jim Pattison Group and was regularly involved with specific security decisions for their Pension Fund. Jeff has the breadth of experience to help your organization fulfill its fiduciary mandate and access the tools necessary so you can generate enough income to support your philanthropic efforts.
