A more personalized approach to advisor management
As you pursue your goals, you may discover that you have less and less time to focus on important matters such as the management of your wealth. Indeed, as you enjoy greater success in life, your financial affairs will likely become more complex and demand more of your time.
To help you delegate these important responsibilities with confidence, we are pleased to offer RBC Dominion Securities Private Investment Management as well as A+ Unified Managed Accounts. Private Investment Management 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. A+ offers unique access to an institutional money manager’s segregated portfolio that is normally reserved for the ultra-rich.
The highest credentials at your service
Only a select group of RBC Dominion Securities advisors are able to offer advisor-managed portfolio services through Private Investment Management. In order to offer Private Investment Management, advisors must possess a certain level of experience managing significant investment assets, in addition to completing advanced investment industry accreditations. We are pleased to be able to offer this service to our clients.
A fully customized experience
With Private Investment Management, you receive a completely customized portfolio, designed in close consultation with you, then managed on your behalf to free your time. 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. We will handle all the details on an ongoing basis, working within specific guidelines, which are established in your customized Investment Policy Statement. We are always accountable to these guidelines, which are reviewed at least annually and updated in consultation with you. Please click on the link below for our PIM Brochure.
Robert Bryan - PIM Brochure
A+ Investment Strategy
A+ Unified Managed Accounts employ a multi-manager style because no one manager is an expert in every investment strategy. This allows the client to diversify manager risk in their portfolios. Our A+ program gives you access to the best-in-class money managers and allows you to leverage the capabilities of RBC Research and Due Diligence teams. A+ helps further manage your risk by automatically rebalancing your portfolio, daily monitoring and adhering to the asset allocation guideline of your Investment Policy Statement (IPS). Please click on our A+ overview presentation below.
Our commitment to providing value
We are pleased to offer you a wide range of investment and wealth management services, many of which are complimentary as a valued client. Please click on the link below to view what is included as part of your advisor-managed relationship with RBC Dominion Securities.
What's included in your advisor-managed relationship with RBC Dominion Securities?
