RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
As an investor, you have a unique set of goals for investing. To help you achieve these goals, we follow a disciplined approach to portfolio management and offer clients a customized investment experience.
Learning about you
To build your custom portfolio, our team learns about your goals, lifestyle, income needs, timeframes, risk tolerance, and investment preferences.
Setting your asset allocation
Based on our understanding of your needs and goals, we recommend a customized strategy that reflects current market dynamics and opportunities.
Selecting investments
We have access to all types of investments available in Canada, the U.S., and globally. We do not exclusively rely on in-house products.
Keeping you informed
In addition to your own online account access, we’ll update you every step of the way with regular account reports and portfolio reviews.
Adjusting your portfolio
We regularly rebalance your portfolio to ensure you have the right mix of investments to meet your evolving needs, and to reflect our economic outlook.
As your advisors, we evaluate a diverse set of perspectives to develop your investment strategy. We combine our insights into your personal situation with our deep knowledge of investment markets and strategies, along with views provided by RBC’s team of experts, and also provide access to our exclusive third-party research partners. We believe that teamwork makes the dream work.
