As a steward of a public foundation or association you have many unique responsibilities we can help with one of them investment management.  Choosing RBC Wealth Management is easy, as the largest asset manager in Canada we are able to offer solutions designed just for you.  As a foundation with endowment funds you require steady growth capable of protecting the foundation's capital while creating enough income to fund various grants and initiatives.  We help by offering world class institutional quality investing tailored to your exact requirements.   

Our unique approach goes beyond simply offering transactional services and custody, Sean and his team helps tailor the breath of RBC's services to your exact requirements.

Understanding the flexibility and various requirements of a public foundation we are able to work with your investment committee directly to help identify and implement a service plan just for you.

  • A custom tailored service plan could include:

  • Unique tailored reporting including frequencies 

  • Scheduled convenient meetings around your board / committees schedule

  • Investment Policy Statement consultation and drafting

  • Full Range of Investment Solutions:

Discretionary Management, GIC's, Government and Corporate Bonds and Debentures, Equities, Tailored Commercial Paper, Treasury Bills, Annuities

Understanding the confidentiality required to search for a new investment manager we invite you to contact Sean Davis directly if you would like a confidential review of your current portfolio or investment policy statement.