Private Investment Management
"Freedom is a possession of inestimable value."
- Marcus Tullius Cicero (106-43 BC), Roman Philosopher and Statesman
At Hymers Wealth Management Group of RBC Dominion Securities, we realize you have dreams and ambitions in life. You might be building a successful career or business, pursuing your personal interests or enjoying your retirement lifestyle.
As you pursue your goals and enjoy greater success in life, your financial affairs will likely become more complex and demand more of your time — time that you may prefer to devote to your other interests and responsibilities.
Our group can enable you to focus on what’s important to you at this point in your life. Through Private Investment Management, we can offer you the ability to delegate the management of your financial affairs with confidence and to someone you can trust. As a licensed Portfolio Manager, Rhonda Hymers can make those day-to-day important decisions on your behalf, and manage all aspects of your investment portfolio.
Private Investment Management is RBC Dominion Securities’ premium level of discretionary wealth management, available exclusively to our private clients with portfolios exceeding $500,000. It is designed to free you from the day-to-day details of managing your wealth, so you can pursue your own personal and professional goals.
With Private Investment Management, you can be confident that your portfolio will be managed according to the highest standards.
Private Investment Management offers you a completely customized portfolio, designed for you by your personal portfolio manager, Rhonda Hymers. Your individual portfolio is built from the ground up based on factors such as your growth requirements, income needs and risk tolerance. Furthermore, you hold segregated securities in your portfolio – providing you with greater flexibility in how your portfolio is structured.
Private Investment Management - The Freedom to Live the Life You Want
At the Hymers Wealth Management Group of RBC Dominion Securities, we will handle all the details on an ongoing basis, working within the specific guidelines established in your Investment Policy Statement. Rhonda is always accountable to these guidelines, which are reviewed at least annually and updated in consultation with you. In addition, an extensive team of professionals supports Rhonda with:
- Investment strategy and research
- Recommendations on portfolio construction
- Management of risk
- Tactical and Proactive Asset Allocation Adjustments
- Regular Portfolio Rebalancing
A careful process involving strict guidelines, checks and balances, and formal reviews ensures that your portfolio is managed with the highest standards of ethics and professionalism.
With Private Investment Management, you can sit down with Rhonda one-on-one to discuss your needs. It’s this personal understanding that makes Private Investment Management unique. It also gives you a greater degree of control compared to traditional discretionary accounts, where people you are unlikely to ever meet manage your wealth. Because you have a personal relationship with Rhonda, your portfolio can more accurately reflect your individual needs and goals on an ongoing basis.
Life First® and Plan. Invest. Relax® are registered trademarks owned by Rhonda Hymers.