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Personalized Investment Portfolio - We work with you to design a goal-driven portfolio that effectively manages risk. You will have direct ownership of individual investments, providing greater control over taxable events.
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World-Class Investment Managers - We engage independent, world-class investment managers, so that you can benefit from some of the most brilliant minds in finance. Our firm also employs rigorous due diligence to scrutinize and identify managers that have demonstrated long-term, consistent quality and merit.
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Disciplined Investing - To better manage risk, we diversify across assets classes, geographies and investments managers, and employ a disciplined rebalancing strategy. Our investment decisions are backed by the expertise of RBC’s industry-leading Portfolio Advisory Group.
