Sonia D'Adamo - Discretionary management

Designed for high-net-worth clients who prefer to delegate the responsibility for day-to-day management of their investment assets to highly qualified money managers.
Clients include affluent individuals and families, businesses, institutions and foundations.
Managing over $15billion of private client assets on a personal discretionary basis through our accredited Portfolio Managers since 1999.
Focused on achieving client objectives by having the right people, tools, support and controls.
Supported by the resources and expertise of RBC Dominion Securities – Canada’s leading full-service wealth management firm.

Freedom from day-to-day details of managing wealth – so you can focus on what’s important to you, whether it’s your career, business, family or enjoying your lifestyle.
High level of customized solutions, including:
- Individual Investment Policy Statement
- Personalized asset allocation
- Portfolio’s customized based on your personal preferences with consideration of your specific tax needs.
Direct access to your Portfolio Manager, who is accountable for decision making and performance.
- With most money management programs, you never meet your Portfolio Manager.
Confidence of knowing your Portfolio Manager possesses advanced investment credentials.
Comfort of knowing an independent Portfolio Risk Group provides an extra level of due diligence, regularly monitoring your portfolio to ensure it’s being managed according to your specific guidelines.