Investment Philosophy & Discipline
With direct access to some of the top-rated money managers in the world and virtually any investment vehicle available, we build high quality, tax efficient portfolios at a low and transparent cost. Your portfolio is designed for you – we take the time to customize your portfolio based on your desired goals, time horizon and risk tolerance.
Investment Philosophy & Discipline
We invest in high-quality companies and professionally managed funds, with solid track records to give you peace of mind. Portfolios can be designed to achieve any objective – capital preservation and sustained growth are typically the two key priorities for our clientele.
Investment Approach
Our investments are diligently researched, scrutinized and back-tested by RBC Dominion Securities research team to ensure only the highest-quality investments. We consider strong track records, current valuations and cost to determine the makeup of your portfolio.
Investment Solutions
- Stocks and Bonds
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Treasury Bills and Corporate Paper
- Guaranteed Investment Certificates (GIC)
- Insurance-Based Investments
Account Types
- Registered Retirement Savings Plans (RRSPs)
- Locked-In Retirement Accounts (LIRAs)
- Individual Pension Plans (IPPs)
- Tax-Free Savings Accounts (TFSAs)
- Registered Education Savings Plans (RESPs)
- Corporate and Holding Company Accounts
- Non-Registered Accounts
