Our service is built on the careful management of each client’s investment portfolio. We create and oversee your investment strategy based on your unique goals, income, priorities, and risk tolerance.
How we Manage your Portfolio
Drawing on RBC’s extensive resources, our team of specialists conducts comprehensive due diligence to identify high-conviction investment strategies with proven risk-adjusted returns. We meticulously evaluate securities based on cost, tradability, and their alignment with investment objectives to ensure optimal portfolio performance.
Our Investment Philosophy
We provide our clients with globally diversified, multi-asset class portfolios, employing a strategic mix of exchange-traded funds (ETFs), mutual funds, and separately managed accounts (SMAs). Our approach blends both strategic and tactical elements to enhance asset allocation.
By integrating passive and active investment strategies, we balance cost efficiency with disciplined alpha generation, aiming for long-term capital growth and income while managing risk. Our framework offers broad exposure to Canadian and U.S. equities, international and emerging markets, as well as government and corporate bonds, preferred shares, and emerging market bonds.
It takes a Team
Your portfolio benefits from the combined expertise of our dedicated team of specialists. Rather than relying on a single individual, you have the advantage of an entire team focused on the continuous monitoring and optimization of your investments.
