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In recent history, three periods mattered most in the markets: 2008, 2018, and 2020. How a money manager reacted to those moments outlines 1) how they think and 2) how they manage risk.
After co-founding a multi-strategy, macro hedge fund shortly before 2008, Michael Yhip successfully steered his clients through the Great Recession. He was awarded a Morningstar Canadian Investment Award for the positive investment performance he delivered over those years and is one of only a handful of advisors with the accolade in the country.
An investment portfolio untied from a plan lacks direction. By identifying where our clients want to go and when they want to get there, we can determine the required return and appropriate risk.
Due to the underlying complexity, not every professional can employ alternative investment strategies. Our team has extensive experience investing in alternatives for diversification and uncorrelated returns.
With each investment decision, we seek higher levels of return at lower levels of risk. At the same time, ensuring every portfolio is structured in a tax-efficient manner.
Risk isn’t specific to investment portfolios. For many of our clients, risk is concentrated in their business, company stock options, real estate, or other illiquid assets.
We create value beyond traditional wealth management in ways our clients – business owners, entrepreneurs, and highly-affluent families – aren’t expecting.