Through Discovery sessions with our clients, we develop a Wealth Plan which guides our decisions. We follow this plan to guide us when events occur, avoiding rushed or pressured decisions. We focus on Diversity to Minimize Risk. We constantly review your portfolio to Maintain Balance.
The fixed income (bonds, GIC's, preferred shares, etc.) in a family's portfolio is vital to long-term growth and preservation. RBC Dominion Securities is the market leader in Canada and boasts one of the largest bond teams in the world. We employ a proven Portfolio Strategy Process to build a stock portfolio. We consider the use of mutual funds in appropriate situations.
Wealth management must consider your entire financial situation. As a full service investment dealer, RBC Dominion Securities has every financial instrument available to best suit your needs because there is no single solution that fits every need.