The Advisor Account
For all your investment needs.
The Advisor Account is a special type of investment account designed to complement our portfolio approach to investing. With the Advisor Account, you can plan, implement and make adjustments to your investment portfolio as needed. You work directly with a professional Investment Advisor, and you are backed by the strength, security and resources of RBC Dominion Securities Inc., Canada’s leading full-service investment firm.
Best of all, the Advisor Account offers the simplicity of paying one annual fee, rather than paying commissions on individual transactions. It’s ideal for investors who follow the portfolio approach and would prefer to focus on achieving their overall financial goals—and not on individual transaction costs.
With the Advisor Account, you have access to all the investment and financial services we
offer. Working in partnership with your Investment Advisor, you can take advantage of our portfolio planning and implementation skills, our investment research and strategy, plus our evaluation and monitoring tools—all for an asset-based price.
Partnership, investment process and convenience are just a few of the reasons why Canadian investors like you have chosen the Advisor Account.
With features such as built-in diversification, professional management, liquidity and more, it’s no wonder so many Canadians own mutual funds. With thousands of mutual funds available in Canada, however, it can be a challenge to sort through all the options. At RBC Dominion Securities, we specialize in matching the right mutual funds to your needs and objectives.
Wide selection of mutual funds:
- Canadian and global equity funds
- Fixed-income funds
- Balanced funds
- Money market funds
- Index funds
- Specialty funds
Top-level expertise
Our mutual fund analysts conduct comprehensive analysis on numerous mutual funds, including all the available funds in Canada, in order to arrive at a short-list of recommended funds.
Personal advice
We can recommend the best combination of funds for your portfolio — freeing you from the guesswork of finding the right mutual funds on your own.
Mutual funds could be ideal if you:
- Want an easy way to diversify your overall investment portfolio?
- Want the convenience of building your financial future with professionally managed investments?
- Need easy access to your money?
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus before investing. Mutual funds are not guaranteed, their values may change frequently and past performance may not be repeated.
