The Thériault Wealth Management Team is pleased to offer a premier level of discretionary management – Private Investment Management. Under the guidance of Josée Thériault, Portfolio Manager, our team takes care of all the day-to-day decisions and ongoing details that your portfolio demands, while working within the specific guidelines established in your Investment Policy Statement (IPS). Learn more in the attachments below.
In addition, an extensive team of RBC Dominion Securities professionals provide:
Investment strategy and research;
Program standards for portfolio composition, quality and risk levels;
Third-party oversight to ensure alignment with your IPS and program standards.
With our robust investment management guidelines, checks and balances and formal portfolio reviews, you can be sure that your wealth is being managed to the highest standards of ethics and professionalism affording you peace of mind and more time to enjoy life.
To learn more about Private Investment Management program benefits, visit: