Markets are uncertain, your portfolio doesn’t have to be

In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your plan to be adjusted accordingly.

 

The basis of long-term, successful money management, is predicated around creating a customized investment portfolio that reflects your investment needs throughout the various stages of your life.

 

Understanding your needs and goals

Our first and most important job is to listen to you and understand your needs and dreams for the future. We will take the time to understand your specific investment goals. This “discovery process” doesn't end here—as time passes, and your situation changes, we will work with you to ensure that your investment strategy remains current.

 

Creating your investment strategy

With an in-depth understanding of your personal situation, we are able to create your investment strategy. This provides the framework for managing your financial assets going forward. Your investment strategy helps keep your investment goals and preferences in clear focus. It also provides a benchmark for measuring the progress you're making towards achieving your goals. We also ensure your fees are openly discussed and completely transparent.

 

Building your custom-designed portfolio

In building a personalized investment portfolio for you, we select from a universe of international investments. We also have access to leading-edge investment strategy and research provided by the RBC Investment Strategy Committee, RBC Capital Markets and third-party, independent firms.

You will have a diversified portfolio that conforms to the guidelines and direction you set in advance. This process means you will receive specific, appropriate investment recommendations, and each recommendation will be clear and well thought-out.

 

Managing your portfolio

The last step in the process is to monitor your progress towards your continued success. We will review your portfolio with you on a regular basis, and recommend appropriate changes to keep you on track. You will also receive detailed account statements, portfolio review statements, transaction updates and tax reports.