Investment Management Services

Dec 18, 2018 | Josh Opheim


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We believe success depends on having a clear idea of what you want to accomplish. We focus on helping you create a long-term strategy appropriate for you.

Have Your Assets Managed Like a Pension

Have elite pension money managers invest your assets through a process that is more prudent than most pensions.  These managers strive to increase returns and reduce risk when compared to the stock markets. This type of money management has traditionally only been accessible to the ultra rich (pensions), however as Canada's largest wealth management firm, RBC Dominion Securities has the privilege to have our clients access this expertise.

Affluent institutional investors have been reaping the benefits of institutionally managed money (IMM) for years... why haven't you?

You Will Benefit from Institutionally Managed Money If You:

  • Lack the time to manage your own investments due to your family,business or career obligations.
  • Prefer the convenience of delegating day-to-day investment decisions to exceptionally qualified professionals.
  • Want to remove all the emotions and guesswork from investing.
  • Face multi-faceted financial concerns, from reducing your high tax burden to judiciously optimizing your investment capital to protecting your family’s wealth for future generations.
  • Wish to simplify your complex financial affairs with an integrated wealth management solution and consolidated account reporting.

The Institutional Advantage:

  • Access and Customization: Select from an extensive universe of carefully screened institution money managers at lower investment minimums, mutual funds and Exchange-Traded Funds (ETFs) – and bring them all together within a single account.
  • Direct Ownership: By investing in institutional money managers, you have the ability to own the underlying stocks and bonds and the benefits that come with that ownership.
  • Ongoing research and due diligence: Benefit from third-party due diligence provided by the Strategic Investment Research Group.
  • Consolidated Reporting: Gain an integrated view of your overall financial affairs through consolidated account reporting.
  • Rebalancing: Keep your portfolio aligned with your life goals on an ongoing basis with more precise diversification and automatic rebalancing that anticipates and accommodates your evolving needs.
  • Simplify: Focus your attention on achieving your overall financial goals, rather than the day-to-day details of buying and selling investments.

Customized Portfolios

Have us create and manage a fully custom-designed portfolio for your unique situation. With a complete range of investment choices and financial planning services, working directly with us, you can plan, implement and make adjustments as needed—without paying additional transaction fees.
Your portfolio should be designed specifically for your situation and designed to provide you with necessary cashflow.
 

 

Contact us today to have us design a portfolio to specifically meet your needs.