As a boutique investment management team, operating within one of the world’s strongest financial institutions, Royal Bank of Canada, our core mandate is the management of investment portfolios on a discretionary basis.
While personal circumstances vary, our clients all seek to:
- Protect their money from significant or permanent loss
- Generate enough income to fund their lifestyle, now or in the future
- Provide growth to protect their standard of living long-term
- Delegate the management of their assets to trusted experts
Our goal is to determine which type of investment portfolio is better suited to our client’s needs.
1. Income-oriented Portfolios
These are ideal for clients whose focus is primarily on cash flow generation to meet their income needs, while at the same time preserving their estate value over the long-term.
2. Growth-oriented Portfolios
These are recommended for clients who want to preserve and grow their capital in order to maintain the purchasing power of their wealth over time.
As stewards of your capital, our portfolio strategies can be characterized as:
Conservative
We look for investments with lower than average volatility, and avoid hot stocks and sectors. Our portfolios are well diversified to avoid concentration risk.
Pragmatic, Not Dogmatic.
We use a multi-disciplinary approach to security selection. We do not track index weightings in our portfolios, in order to avoid concentration in hot stocks and sectors.
Long-Term Focused
We never take anything for granted and therefore we continuously review our portfolios for any upgrade opportunities. Yet, we remain focused on the long-term, while maintaining flexibility to meet changing market conditions.
In addition, we also provide our clients with holistic Wealth Management Services.
Many of our clients have broader legal, tax, insurance, business succession and estate planning needs that require professional review. We provide our clients with access to RBC Wealth Management specialists, ensuring they get the help and guidance they require.
Learn about becoming a client by clicking here.
