Our clients expect, and we take great pains to deliver, an attentive, personal, and sympathetic approach to investment planning and wealth management.
They want, and receive, advice delivered with conviction and consistency from a competent single point of contact who they know personally and whose advice they trust.
We follow a rigorous six-step process to help ensure your portfolio performance expectations are met:
Investment Policy Statement (IPS)
This a document that takes into account your unique needs, time horizon, tolerance for risk, and more. It is the basis for the asset-allocation model we build for your portfolio.
Building Your Portfolio
Based on that asset-allocation model, we will personally select an appropriate combination of investments for your portfolio. Virtually every type of investment is available to meet your needs.
Managing Your Portfolio
We will make day-to-day investment decisions, after due consultation with you, that respond to, and anticipate, movements in the market and changes in the economic landscape.
Third-Party Review & Monitoring
An independent risk management group within RBC Dominion Securities reviews your portfolio on a quarterly basis to ensure it meets the high standards set out in your IPS.
Adjusting Your Investment Strategy
We meet with you on a regular basis to review your portfolio and get an update on your personal and financial situation.
Keeping You Informed
You will receive a monthly account statement detailing activity in your portfolio and providing the market value of your positions.
