What's included in your relationship with us
Kelly-Gorham Private Wealth of RBC Dominion Securities is pleased to offer you a wide range of investment and wealth management services, many of which are complimentary to you as a valued client.
Discovery ● Thoroughly explore your
current financial situation ● Complete an in-depth examination of your existing portfolio
● Establish your investment and wealth management goals
● Assess your tolerance for risk and market fluctuations
● Determine your need to balance growth, generate income and preserve capital in your portfolio
● Consider your needs for tax,
estate,
insurance and charitable gift planning
Investment management and portfolio strategy ● Develop your individual/family/corporate Investment Policy Statement
● Build customized, tax-efficient portfolios designed to meet your investment goals
●
Design a portfolio that is diversified across asset classes, industry sectors and investment styles
● Research and due diligence using both internal and external research sources (RBC Capital Markets, Veritas, JP Morgan) as well CPMS quantitative research
● Monitor macroeconomic variables that affect your finances and your portfolio such as inflation, interest rates and geopolitical issues
● Access a full range of global and North American securities, including stocks, preferred shares, bonds, ETFs and more
● Ongoing portfolio monitoring and re-balancing
● Scheduled portfolio reviews
● Utilize option strategies to protect portfolio downside, increase income generation and/or reduce volatility
● Multi-currency, non-registered account functionality
Comprehensive wealth management
● Benefit from the expertise of our RBC Wealth Management Services team, which includes specialists in financial planning, estate law and taxation
● Complete a financial projection or comprehensive financial plan
● Will and estate consulting
● Insurance-based wealth enhancement assessment
● Business succession planning
● Corporate re-organization advice
● Family wealth management
● Collaborate with your existing professional advisors or provide referrals to other professionals if needed, such as lawyers and accountants, to integrate your investment plans
● Introduce, as appropriate, a full suite of services from our RBC partners
Reporting and maintenance
● DS Online private client website, providing secure 24/7 account access, exclusive investment research, quarterly market outlook, RBC Economics publications, Reuters market news, real-time quotes, customized Watchlists and more
● Consolidated view of all your RBC accounts and ability to transfer funds between accounts through DS Online
● Monthly account statements
● Paperless eDocuments through DS Online to reduce your paperwork and impact the environment, including a seven-year archive
● Annual consolidated tax reporting, including dispositions with book costs
● Automatic contributions and withdrawals, if needed
● Electronic funds transfers
● Registered estate processing, tax reporting and T3 returns
● Old certificate current status and value research
● RBC Wealth Management Services library of publications and articles on a wide range of tax, retirement and estate planning topics
