Discretionary Services

As you enjoy greater success in life, your financial affairs will invariably become more complex and demand more of your time - time that you would prefer to devote to your other interests.
To help delegate the management of your financial affairs with confidence, our team is pleased to offer  discretionary wealth management through RBC Dominion Securities' Private Investment Management (PIM) group. With a discretionary manager, you can enjoy the convenience of leaving the day to day investment decisions to a professional. Our premium level of discretionary wealth management is ideally suited for:
  • Busy entrepreneurs, professionals and executives
  • Retired individuals who travel or would rather dedicate time to other interests and pursuits
  • Individuals responsible for family investments
  • Not-for-profit organizations, foundations and endowments

We are committed to working with you to meet your investment goals.  With Private Investment Management, you can be confident that your portfolio will be managed according to the highest standards. Working with you, your portfolio is constructed with such factors as your growth requirements, income needs and risk tolerance in mind.

We handle all the details on an ongoing basis, working within specific guidelines established in your Investment Policy Statement. In addition, an extensive team of RBC Dominion Securities professionals supports us with:
  • Investment strategy and research
  • Recommendations on securities held in your portfolio
  • Reviews of your account
  • Management of risk

We are able to take advantage of investment opportunities quickly and efficiently because your approval is not required for every single transaction. A careful process involving robust investment management guidelines, checks and balances, and formal reviews ensures that your portfolio is managed to the highest standards of ethics and professionalism.

Portfolio management services are fully integrated in our PIM program and include portfolio reviews, asset allocation and rebalancing, risk management through asset and investment style diversification, portfolio performance monitoring and  quarterly reviews.