Investment Management

• Constantly updating our forecasts regarding the global economy.
• Using an investment discipline with a proven track record and the assistance of our RBC Investment Strategy Committee.
• Ensuring your portfolio owns companies and/or fixed income that meets high standards.
• Using a strict buy and sell discipline to mitigate risk and take advantage of opportunities.
• Bringing a business-like approach to managing your wealth.

Vi Liviniuk does not rely on faddish trends or fleeting emotions. Her disciplined investment approach captures the return in each asset class of a well-diversified investment portfolio. Her performance, as measured by both risk and return, is the best and safest strategy to successful long-term investing. As a result it has allowed Vi to have relationships with her clients that span many years and generations. Most importantly, this steady, long-term perspective has provided her clients with peace of mind, protection and financial freedom.

Private Investment Management

Vi is part of an an elite group of professionals licensed to offer premium discretionary Private Investment Management. This is the premium level of investment service, freeing you from the day-to-day details of managing your wealth. Because your approval is not required for every transaction, Vi is able to take advantage of investment opportunities quickly and efficiently. We offer advice to clients with a minimum $1,500,000 portfolio.

This Type of Management Style Is For You If:

• You want freedom from making daily investment decisions.
• You seek a disciplined approach to professional Wealth Management.

Key Features and Benefits:

• Invest in our top-ranked stocks from various sectors of the economy.
• Benefit from sector weightings based on our most current investment outlook.
• Remove the guesswork and emotion from buying and selling individual equities.
• Enjoy a highly disciplined approach to equity investing following the proven RBC investment strategy process.

Private Investment Management gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards. You will receive a customized investment portfolio that reflects your investment needs throughout the various stages of your life. Your portfolio will be built from the ground up based on your unique needs such as growth requirements, income needs and risk tolerance, investing time horizon and more. Considering all these factors, Vi will recommend an ideal asset-allocation model for your portfolio. Vi works within specific guidelines established by your written personalized Investment Policy Statement (IPS). Vi is accountable to these guidelines, which are regularly reviewed with you and adjusted according to your needs. Our RBC independent risk management group works with Vi to review your portfolio, on a quarterly basis, to ensure it meets the high standards set out in your Investment Policy Statement.

Private Investment Management offers you the unique opportunity to sit down with Vi and discuss your needs one-on-one. Because you have a personal relationship, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis. Only a select group of Investment Advisors are accredited to offer Private Investment Management. Vi is a part of this group.