As a natural byproduct of our team's work with successful business owners, our team has also built a large business in providing discretionary asset management services to a number of high profile institutional clients. These entities include endowments/foundations, trusts, charities, "for profit" businesses, and multiple government/government agency offices across the country.
Our team's institutional client advisory process is focused on maximizing investment return within a given level of risk, on minimizing liability for fiduciaries/investment stewards, and on managing assets within the strict parameters set out in the organizational Investment Policy Statement (IPS). Transparency, process, and fiduciary prudence are all critical elements of the institutional client experience within The Hillyard Stephen Group at RBC Dominion Securities.
If you are interested in finding out more about the team's institutional asset management program, please feel free to arrange a complimentary consultation through the contact page above. Our team's typical institutional asset management relationship starts at $5MM CAD.
Requests for Proposal (RFP's) can be submitted by mail to:
The Hillyard Stephen Group
c/o RBC Wealth Management: Dominion Securities Inc.
Suite 500- 730 View Street
Victoria, BC, V8W3Y7
Or by email to: firstname.lastname@example.org