Investment solutions

Inside the Vault: Tour RBCs Banking Ecosystem

Embark on a journey through the intricate landscape of banking as we present our upcoming webinar, "Inside the Vault: Navigating the Bank's Ecosystem". Join us for an insightful exploration into the various business units and departments that shape your banking experience.

Get a tour of the various decks of the banking ship, from retail banking, commercial banking, investment banking to wealth management and more. Gain a comprehensive understanding of how each department contributes to your overall consumer experience.

Schedule :
 

Thursday April 18th 12noon : Deck 3: “Wealth Management” with Robert Colossimo (PHN) , Endrita Isaj( Royal Trust), Heather Silverston(Private Banking), Orlando Lopez (Dominion Securities)

Tuesday April 23rd 12pm : Deck 4: “ Wealth Management 2”, with Sonya Khatter(DI)

Thursday April 25 12pm : Deck 5 : “RBC Insurance “ with Roshan Charles (RBC Insurance), Melissa Rodrigues (Private) , Peter Kardassopoulos(Estate Planning Specialist)

Tuesday April 30th 10pm Deck 6 : “Beyond Banking:

Retirement Elsewhere: Portugal

Join us for an eye-opening webinar as we explore the transition from the serene maple-laden landscapes of Canada to the sun-kissed shores of Portugal in your retirement years! Discover the allure of Portugal's vibrant culture, stunning landscapes, lower cost of living and retirement-friendly policies that make it the #1 country in Europe for Retirement. Learn from experts who will discuss the practicalities, financial considerations, real estate and the enriching lifestyle awaiting you in this European gem.

Join this opportunity to chart your course towards a fulfilling and vibrant retirement adventure!"

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Pitch Perfect Tax Savings Strategies

Join us for a one-of-a-kind webinar that takes retirement planning out of left field and into home-run territory! Just like Bautista mastered the art of hitting home runs, we'll guide you through Retirement Compensation Arrangements (RCAs) with a dash of humour and a pinch of Bautista-inspired flair.

Learn how Retirement Compensation Arrangements (RCAs) can help you take a powerful swing at tax savings, giving you the financial advantage you need to round the bases of retirement comfortably.

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Protecting Principal: GICs or Notes

Unveiling the Power of Principal Protected Notes aka "Notes"
Are you searching for a secure yet potentially rewarding investment strategy? Look no further! We invite you to an enlightening webinar where we will unravel the secrets behind Principal Protected Notes (PPNs) and why they are gaining popularity among savvy investors, and could be an alternative or compliment to GICs(Guaranteed Investment Certificates)

What You'll Discover:
• The Basics of PPNs: Get a comprehensive understanding of what Principal Protected Notes are and how they work.
• Safety First: Explore why PPNs are considered a secure investment, protecting your principal even in turbulent markets.
• Unlocking Growth Potential: Learn how PPNs can offer the potential for attractive returns, all while preserving your initial investment.
• Customized Solutions: Discover how PPNs can be tailored to your unique financial goals and risk tolerance.
• Real-World Examples: Explore case studies and examples of how PPNs have been used successfully in various market conditions.

Don't miss this opportunity to gain insights into a financial instrument that can provide you with the peace of mind of principal protection while also offering the potential for growth. Whether you're a seasoned investor or just starting your investment journey, this webinar is a must-attend event.

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Meet the Money Managers: US & Canadian Small Cap Stocks

US Stocks
Meet the Money Managers Webinar for insights into the lens with which Aristotle Capital approaches large cap value investing. Come explore how this manager, Aristotle Capital takes a differentiated approach to managing the firm's flagship strategy, Aristotle US Large Cap Value. This bottom-up, research driven, high conviction, low turnover portfolio is currently one of the highest “Tier 1” rated strategies by RBC Global Manager Research. Aristotle is a majority employee-owned asset manager based in Southern California and backed by an experienced leadership team that has worked together for over twenty-five years. Our long-term philosophy and disciplined investment process focusing on high quality businesses at attractive valuation with compelling catalysts, has resulted in security selection being the main driver of Aristotle’s alpha and downside protection during any market environment. Tune in to learn what else sets Aristotle apart from other large cap managers.

Canadian Stocks
The ‘Small Cap Effect’ or the ability of small cap stocks to outperform large cap stocks over time is well established in global markets and is also reflected in the Canadian marketplace. Active small cap Canadian equities have, in large part, been underrepresented in portfolio asset allocation decisions. Furthermore, a focus on quality and valuation can deliver low volatility profiles, combined with very low correlations to large cap managers, and as a result offer superior diversification when combined with large cap managers.

Barrantagh Investment Management has been successfully managing Canadian Small Cap Equities for over 15 years. This asset class is often characterized as volatile, risky and commodity heavy which is understandable as it relates to the track record of the S&P/TSX Small Cap Index. We will introduce a portfolio approach significantly differentiated from the index which has delivered strong risk-adjusted returns by focusing on high quality dividend-paying small cap companies across the spectrum of industry sectors.

Value of Low-Cost ETFs & Advisor's Alpha

Successful investing amid challenging conditions requires perspective and balance. This perspective should align with your long-term strategy and goals for savings and retirement, along with each investors’ personal level of risk. ETFs are one way to easily access a broadly diversified, low-cost and balanced portfolio.

Please join us to discuss the evolution of ETFs and how a broad-based and globally balanced investment portfolio can help you achieve your investing goals. Senior Investment Strategist Surenanthan Tharumakulasingham will discuss Vanguard suite of ETFs, their role in the current market and the value of investment advice.

He will also discuss how Vanguard’s ETFs reflect their four critical investment principles of identifying clear goals, investing with balance and diversification, minimizing costs and staying disciplined over the long-term. All of this is done with the goal of giving investors the best chance for investment success

How to Invest with Impact: Beyond Financial Returns

Portfolios are traditionally created to earn a targeted financial return for a given level of risk. However, with Impact Investing, we believe this ‘risk & return’ calculation can also now add a third component: Impact.

Please join us for a conversation where Jon Collins, VP Sales, NEI Investments, will be discussing the NEI Global Impact suite of funds. These funds are designed to take a global investment theme, like renewable energy, and invest – at various levels of risk – to earn a financial return for clients, while at the same time being able to measure the CO2 reduction in emissions, or an equivalent number of trees planted for every $1 invested.

Investing within Impact Investments, allows you to invest in companies that are solving the world’s biggest challenges – climate change, resource scarcity, equality, and empowerment. And be rewarded for you investment in two ways: a financial return and a positive impact on the world.

Navigating Real Estate, Rates & the NEW FHSA 2023

Navigating the investment landscape of real estate and the rapid shifts in prices, interest rates, qualification criteria can make your head spin.

Should you be saving your down-payment in an Retirement Savings Plan(RSP), Tax Free Savings Account(TFSA) or the new Tax Free First Home Savings Account(FHSA)?

Should and how do parents help their children get into the real estate market?

Should you be going variable or fixed rate in this environment?

If you already own a home, is not a good time to upgrade by selling first or buying first?

Is being a Landlord still lucrative in 2023?

You come with these and more questions and our Mortgage Specialist, Real Estate Agent and Financial Planner will answer these and more.

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