Helping you remove the guesswork from investing

Gain greater convenience, customization and choice with A+: the latest advance in wealth management delivered through our innovative Unified Managed Account (UMA) technology.

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 personalized 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 A+ UMA 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 or capital preservation. It can also accommodate your individual tax needs and any investment restrictions if you wish to invest in a socially or environmentally responsible fashion.

For more information, please contact us today.

Experience the perfect partnership

 

The RBC Dominion Securities Advisor Account is a special type of investment account designed to offer you a portfolio approach to investing and the simplicity of paying one annual, asset-based fee.

With an Advisor Account, you have access to a complete range of investment choices and financial planning services. Working with us, you can plan, implement and make adjustments to your portfolio as needed—without paying additional transaction fees.

 

Key features and benefits of the Advisor Account:

  • Make or approve all investment decisions, while receiving professional investment advice and recommendations
  • Adjust your portfolio to meet changing market conditions and personal circumstances, without paying additional fees and charges
  • Receive expert portfolio planning and implementation services
  • Access timely market updates and top-ranked research, as well as convenient portfolio evaluation and monitoring tools online
  • Receive comprehensive quarterly and monthly reports summarizing all portfolio activity
  • Enjoy premium interest rates on a wide array of interest-bearing securities, commission-free mutual funds and exclusive access to low-cost mutual funds

 

An Advisor Account could be ideal if you:

  • Want control over your investments, with professional advice and support
  • Desire a flexible yet disciplined long-term approach to investing
  • Want to know your fees in advance to plan for your total brokerage costs

 

For more information, please contact us today.