Private Investment Management


Private Investment Management
 
Discover the freedom to live the life you want
 
RBC Dominion Securities Private Investment Management offers a premium level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth.
 
Private Investment Management gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards.
 
 
Key Benefits of Private Investment Management
 
Explore the many benefits available through Private Investment Management:

Discretionary Portfolio Management through a Personal Portfolio Manager

Private Investment 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 transaction, 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 regularly reviewed and adjusted according to your needs.
 

The Highest Credentials at Your Service

Only a select group of our Investment Advisors can offer you portfolio management services through Private Investment Management.

Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration.

Direct Access to Your Portfolio Manager

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.
 

Our Meticulous Six-Step Process
To ensure that we always act in your best interests, your Portfolio Manager follows a meticulous six-step process. This process balances your desire for freedom with your expectation for excellence:
 

  • Creating your investment policy statement
    Your Portfolio Manager works with you to develop an investment policy statement, a written document that takes into account your unique needs, investing time horizon, tolerance for risk and more. Considering all these factors, your Portfolio Manager will recommend an ideal asset-allocation model for your portfolio.
     
  • Building your portfolio
    Based on your ideal asset-allocation model, your Portfolio Manager will select an appropriate combination of investments for your portfolio. Virtually every type of investment is available to meet your needs.

    In selecting appropriate investments, your Portfolio Manager combines an understanding of overall global economic and market trends with fundamental research of individual investment opportunities. Senior economists, portfolio strategists and research analysts from various parts of RBC Financial Group augment your Portfolio Manager's insights in these key areas.
     
  • Managing your portfolio
    Your Portfolio Manager will make day-to-day investment decisions on your behalf to respond to and anticipate the changing market and economic landscape. For example, if the outlook for a certain region of the world improves, your portfolio will be adjusted accordingly within the guidelines established in your investment policy statement.
     
  • Third-party review and monitoring
    An independent risk management group reviews your portfolio on a quarterly basis to ensure it meets the high standards set out in your investment policy statement.
     
  • Adjusting your investment strategy
    Your Portfolio Manager will also meet with you on a regular basis to review your portfolio and get an update on your personal and financial situation.
     
  • Keeping you informed of your progress
    You will receive a monthly account statement that details the activity in your portfolio and provides the current market value of all your positions. In addition, you can receive a quarterly rate-of-return calculation. You also have access to your accounts and timely market information through our online services

Private Investment Management could be ideal if you:
 

  • Desire superior, personalized service and direct access to a professional Portfolio Manager
  • Want freedom from making daily investment decisions
  • Seek a disciplined approach to professional wealth management

To learn more about Private Investment Management, please contact us.

Have a Question or Want More Information?

Ask a Portfolio Manager a direct question.

Your Roadmap for the Future

Wealth Management is a comprehensive approach to helping you achieve your goals in life.  It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want.  It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.  As your trusted wealth management team, we are with you every step of the way to extend our services beyond investment advice and money management.  This approach helps to ensure you protect your lifestyle, manage your nest egg, navigate through retirement and create your legacy.  We will help you understand the various financial issues, concerns and opportunities you will face.

Please click here for more information on our comprehensive wealth management strategy.