Private Investment Management
RBC Dominion Securities Private Investment Management offers a premium level of discretionary wealth managemnet designed to free you from the day-to-day details of managing your wealth.
Available exclusively for portfolios exceeding $200,000, Private Investment Management gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards.
Private Investmest Management is a unique discretionary managed account where you delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager.
With Private Investment Management, you get a completely customized portfolio designed by your Portfolio Manager. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transactions, your Portfolio Manager is able to take advantage of investment opportunities quickly and efficiently. He or she must also work within specific guidelines established in advance and is accountable to these guidelines, which are reguarly reviewed and adjusted according to your needs.
Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration.
Unlike most money management programs where you never meet your Portfolio Manager, Private Investment Management offers you the unique opportunity to sit down with your Portfolio Manager and discuss your needs one-on-one.
Because you have a personal relationship with your Portfolio Manager, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.
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