Stovel Asset Management - HNW Extended Offers

Private Trading Office

The Private Trading Office is a partner and division of RBC Dominion Securities Inc. offering concierge brokerage services and custody services for sophisticated investors with investment portfolios of $10 million or more.

The Private Trading Office services our qualified entities, such as Family Offices, corporations, foundations, Ultra High Net Worth individuals and corporate insiders.

Their experienced team adds to the offering of Stovel Asset Management and can meet your unique needs with in-depth market knowledge, unique trading strategies and risk management solutions, efficient operational and administrative processes, and safekeeping on a multi-currency platform.

The PTO's exclusive service includes:

Worldwide capabilities with direct access to exchanges in Canada, the U.S., London and Hong Kong and a network of broker dealers in over 40 countries.
Ultimate peace of mind – Secure, multi-currency custody capabilities
Autonomy and anonymity – The flexibility and independence to implement your trading decisions without sacrificing personalized service
Round-the-clock access to monitor your holdings online, with exclusive access to RBC proprietary market information
Full spectrum of asset classes

Delivering tailored, sophisticated solutions with Private Banking

We work in close partnership with RBC Private Banking, who offer sophisticated banking and credit solutions to our high-net-worth clients. They work with us to simplify and build your wealth, diversify your assets and leverage opportunities.

Using a suite of customized credit tools to create wealth planning opportunities

Your Private Banking team includes a dedicated Credit Structure Manager who can draw on high-end credit vehicles to help you create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members or consolidate your existing lending.

Partnering with Canada's top private bank

As a client, you will benefit from the exclusive care and attention of your personal wealth management team, including:

A dedicated private banker as your primary relationship manager
Unique advantages, such as the RBC Black client card, which entitled you to unique services and preferred client care
The ability to transmit instructions to your private banking team by phone or email.

With a broad range of services and expertise, RBC Private Banking is positioned to satisfy all your financial needs.

We are proud to work with RBC Private Banking, which has been ranked, over a decade, as number one in Canada for its private banking services.

We invite you to explore the links above to learn more about what is available to you as a High Net-Worth client of RBC Wealth Management.