The best Institutional Money Managers at your Finger-tips

Through our A+ investment management platform, your organization will gain access to some of the best money managers across asset classes in one account. No longer will  you have to manage multiple accounts with different managers, now, your investment portfolio will be consolidated to one account for simple management and reporting.

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 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 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, capital preservation.

My team and I currently work with foundations, non-profits, Inuit and Indigenous groups, helping manage their respective endowment and reserve funds.

Utilizing our comprehensive investment platforms, I will help implement strategies tailored specifically to your organizations evolving needs. Whether it's cash-flow management (Asset-liability matching), cash management, or more traditional investment solutions, I can help build and manage the most appropriate strategy. I have experience managing reserve funds, endowment funds, and standard investment portfolios.

For mission-driven organizations: As a leader in responsible and impact investing, I have a proprietary process that will enable your organization to align your investments with your organizations mission and help increase your intended social and environmental impact.

Contact us to learn more about our approach and how our services can help you and your organization.