Equity and fixed-income portfolio advice

  • RBC Dominion Securities has made the largest investment of all Canadian investment dealers in supporting Investment Advisors and their clients with the management of equity and fixed-income portfolios.
  • Our Portfolio Advisory Group is comprised of nine Equity Portfolio Advisors and three Fixed Income Portfolio Advisors with backgrounds in:
          • Corporate and investment banking
          • Credit analysis with major ratings agencies
          • Private industry
          • Institutional equity and bond sales
          • Institutional equity research
  • Portfolio Advisors provide Enzo with objective and informed advice. They are directly accountable to the firms Investment Advisors and are independent of RBC Capital Markets.


Equity Advisory Group

  • The Equity Portfolio Advisory Group is comprised of specialized teams covering Canadian equities, U.S. equities, income trusts, structured products, and the firms guided portfolio processes, with additional competencies in technical analysis and options strategies.
  • Equity Portfolio Advisors provide Enzo with an educated overview of a companys prospects, the opinions of the various research providers, and their own additional insight and ideas regarding a company and how it may fit into your portfolio.
  • They help Enzo by providing:
          • Macro market and economic outlook
          • Views on asset and sector allocation
          • Recommendations on specific equities
          • Assistance with portfolio reviews and proposals
          • Potential investment ideas
          • Risk-reduction strategies


Equity research resources

  • The Equity Portfolio Advisory Group evaluates a wide range of investment research, including RBC Capital Markets research, which covers over 400 Canadian equities and over 500 U.S. equities.
  • In addition, the group offers research from Bear Stearns, S&P, ValueLine and Veritas.
  • Exclusive to RBC Dominion Securities, Veritas is a unique offering in Canada, providing opinions on a wide range of Canadian equities and income trusts from the perspective of an independent firm with no investment banking or trading business.
  • The group also works closely with RBC Asset Management, one of Canadas largest asset management firms with over $55 billion under management, to develop recommendations on portfolio structure, including asset mix, sector allocation, and insight on individual companies.


Fixed Income Advisory Group

  • Fixed-income Portfolio Advisors provide insight and ideas pertaining to fixed-income portfolio management including:
          • Interest rate strategy
          • Credit analysis
          • Specific security selection and evaluation
          • Preferred share coverage
          • Asset allocation and portfolio construction
          • Portfolio reviews and development of portfolio proposals
          • Coverage includes a wide range of securities including:
          • Government and corporate bonds
          • International bonds in currencies including US$, EUR, GBP, A$, NZ$ and others
          • Structured notes and floating rate notes
          • Inflation-protected securities
          • Money market securities