Private Investment Management - The freedom to live your life

  • Designed for high-net-worth clients who prefer to delegate the responsibility for day-to-day management of their investment assets to highly qualified money managers.

  • Clients include affluent individuals and families, businesses, institutions and foundations.

  • Focused on achieving client objectives by having the right people, tools, support and controls.

  • Supported by the resources and expertise of RBC Dominion Securities – Canada ’s leading full-service wealth management firm.

Client benefits

  • Freedom from day-to-day details of managing wealth – so you can focus on what’s important to you, whether it’s your career, business, family or enjoying your lifestyle.

  • High level of customized solutions, including:

    • Individual Investment Policy Statement

    • Personalized asset allocation

    • Portfolio’s customized based on your personal preferences with consideration of your specific tax needs.

  • Direct access to your Portfolio Manager, who is accountable for decision making and performance.

    • With most money management programs, you never meet your Portfolio Manager.

  • Confidence of knowing your Portfolio Manager possesses advanced investment credentials.

  • Comfort of knowing an independent Portfolio Risk Group provides an extra level of due diligence, regularly monitoring your portfolio to ensure it’s being managed according to your specific guidelines.