Consistent, Conservative, Long-Term
Discerning investors have placed their trust in RBC Dominion Securities since 1901. Our disciplined investment style and strong client relationships, coupled with some of the lowest fees in the industry, have enabled us to build wealth for Canadians over the long term.
We offer a full range of investment products and services, and provide straightforward advice for our clients.
Highly Personalized Service
As a client, your primary point of contact will be a dedicated Portfolio Manager, an accredited professional who will work to develop a relationship with you based on trust, discretion and proactive communication. In order to gain an in-depth understanding of your complete financial situation, family circumstances and aspirations, your Portfolio Manager will service a very limited number of clients.
A Collaborative Team Approach
Your Portfolio Manager will draw on the expertise of an array of specialized resources, including investment managers, trust and custody professionals, tax specialists, risk advisors and the RBC Investment Strategy Committee. Also supporting your Portfolio Manager is a team of associates and assistants who can expedite your requests and provide immediate attention to your needs.
If you wish, your Portfolio Manager can also serve as a liaison between your other trusted advisors (for example, your lawyer or accountant) to meet your broader financial and business needs.
Fully Customized Solutions
We follow a disciplined and interactive discovery process to uncover your unique needs. From there, every service and solution we provide is completely tailored to your individual needs and circumstances.
Your customized solution will encompass a focused investment strategy, risk mitigation, tax minimization, estate planning, succession and retirement planning, private banking and more. Your plan will also reflect your personal investment beliefs and preferences such as socially responsible investing and charitable giving.
Proactive Risk Management
RBC Dominion Securities provides an extra layer of risk management that can be particularly comforting in times of market volatility.
Our risk management group will work closely with your Portfolio Manager to continuously monitor your portfolio and ensure that it remains in alignment with your investment strategy.
Unparalleled Investment Options
At RBC Dominion Securities, you have access to everything you need to meet your goals and objectives, including Canadian and global fixed income products; Canadian, U.S. and international equities; alternative investments; socially responsible investment choices and more.
Competitive and Transparent Fee Structure
We believe in demonstrating the value of our professional management services. All fees that you pay are clearly identified, predictable and completely transparent.
