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As masters of the art of safeguarding your wealth, we ensure your investments are perfectly integrated and aligned with your wealth plan. And with our investment process backed by Private Investment Management, RBC’s premium portfolio offering, we ensure you and your family can reap the rewards of your hard work while mitigating the potential risk of your investments over time.
We thoroughly, thoughtfully, and systematically evaluate a wide range of international securities, identifying high-quality companies that meet our strict in-house selection criteria.
We carefully analyze our selection, pinpointing companies that trade below their intrinsic value and researching the fundamental data from multiple trusted sources to ensure no stone is left unturned.
We build you a portfolio consisting of 25 to 50 hand-selected stocks, incorporating risk mitigation strategies, like diversification and asset allocation, to protect your hard-earned wealth.
To ensure we optimize your risk/reward ratio, we keep a finger on the pulse of the markets and actively monitor the evolution of your investment portfolio, rebalancing and making adjustments along the way.
Benefit from the attention, expertise, and knowledge of your personal portfolio manager, one of a select group of investment advisors who have achieved the highest credentials an investment professional can achieve.
Get a truly customized portfolio based on your unique Investment Policy Statement (IPS), a document that meticulously outlines your return expectations, income requirements, risk tolerance, time horizon, and other preferences.
Reap the benefits of world-class research informing every investment decision, combining our own in-depth analyses with that of leading senior economists, portfolio strategists, and other experts across RBC and beyond.
Keep informed on your progress through regular, in-depth reviews and reporting from your investment team, carefully detailing portfolio activity, the current market value of all your positions, and a quarterly rate-of-return calculation.