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Behind the scenes, every client portfolio benefits from a global network of experts across RBC Dominion Securities, RBC Capital Markets, RBC Global Asset Management, and RBC Royal Bank.
Investment strategists make quarterly recommendations on client portfolio positioning based on a well-considered outlook on the future direction of global markets and economies.
Risk advisors assist in constructing, monitoring, and rebalancing the portfolios of our clients. With advanced expertise in compliance, they help us mitigate various risks.
Research analysts provide fundamental, quantitative, and technical research on individual companies and sectors. RBC Capital Markets provides research on Canadian and U.S. securities, while several leading U.S. investment firms provide research on U.S. and international securities.
Where we may leverage institutional money managers’ segregated portfolios, normally reserved for the ultra-rich, these are vetted for consistent quality and merit by some of the world’s foremost investment consultants.
Equity specialists provide access to Canadian equity issues, while fixed income specialists provide access to Canada’s largest inventory of fixed-income investments, including bonds and money market instruments.
Keith independently reviews investment accounts, comparing all actual portfolio asset allocations to the investment policy statement (IPS) for each client to ensure compliance. Keith also compares each trade against the IPS. In addition, Keith applies all other RBC Dominion Securities portfolio management guidelines and risk policies in terms of risk limits, credit quality, concentration, and other limits. Keith’s work ensures that clients have proper risk controls.
