Business Investing
If you're a business owner, self-employed professional or executive, it's important to surround yourself with people you trust to take care of important responsibilities. At RBC Dominion Securities, we can offer you over 100 years of experience providing business clients with professional advice and high-quality investment solutions.
To meet the investing needs of our business clients, we provide:
► Investment Strategies Based on Business Needs and Objectives
► A High Level of Discretionary Service
► Personal Retirement Planning Solutions
Investment Strategies Based on Business Needs and Objectives
As a first step in creating a custom investment solution for your business, I will work with you to develop an investment strategy that:
- Evaluates the capital you have available for investing
- Balances your need for safety and higher returns
- Ensures sufficient liquidity for unforeseen expenses or new opportunities
After fully understanding the needs and investing objectives of your business, I will help you draft an appropriate investment plan and provide recommendations on specific investment opportunities for your company's portfolio.
Because we are Canada’s leading full-service brokerage firm, I can structure your company's investment portfolio using virtually every type of investment available, including:
- A full range of equities
- Thousands of mutual funds and ETFs
- The largest inventory of fixed-income investments in Canada
Throughout the process, I will continuously monitor your portfolio to ensure that your plan stays on track. In addition, you will be kept fully informed of your company's progress through detailed reporting packages designed to meet your accounting requirements.
Learn more about the approach I use to develop my clients' investment portfolios.
A High Level of Discretionary Service
Available exclusively for portfolios exceeding $200,000, Private Investment Management is a unique discretionary managed account where you delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager.
With Private Investment Management, you get a completely customized portfolio designed by your Portfolio Manager. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, your Portfolio Manager is able to take advantage of investment opportunities quickly and efficiently. Your manager must also work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.
Personal Retirement Planning Solutions
In addition to helping you invest on behalf of your business, we also offer personal retirement planning solutions such as Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs) that are ideal for self-employed business owners and executives.
