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Private Investment Management - The freedom to live your life

  • 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 Canadas leading full-service wealth management firm.

Client benefits

  • Freedom from day-to-day details of managing wealth so you can focus on whats important to you, whether its your career, business, family or enjoying your lifestyle.
  • High level of customized solutions, including:
      • Individual Investment Policy Statement
      • Personalized asset allocation
      • Portfolios 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 its being managed according to your specific guidelines.