Your Unmatched Client Experience at RBC Dominion Securities

At the Morissette Group, it is our privilege and important responsibility to be a trusted steward to our clients and their families. Working with our partners across RBC, we tailor our wealth management process to serve your holistic needs. Starting with a detailed discovery of your financial situation and accomplishments, we then frame your situation in the context of You, Your Family and Your Business, and create a bespoke wealth plan to serve your current and future needs.

 

Disciplined and Bespoke Investment Management

Our investment style is particularly well suited for families seeking long-term growth and capital preservation. We don’t take risks by reacting emotionally to transient market fluctuations, nor does we engage in speculation. Instead, we believe in security.

We offer discretionary portfolio management services, giving you the freedom of handing day-to-day investment decisions to a qualified professionals. Timely communications from our team will ensure you are kept abreast of any and all changes made to your portfolio.

This premium service is specifically designed to meet the needs of families requiring the highest caliber of portfolio management. With this service, you know your investments will be managed following the strictest standards, established in advance and in accordance with your needs and objectives.

We design a comprehensive, customized portfolio using proven models and stringent parameters, taking into consideration your growth objectives, income needs and risk tolerance. He handles all the details on an ongoing basis, working within specific guidelines established in your Investment Policy Statement.

Selection of securities is subject to a rigorous process that distils the large equity universe to identify the highest ranking names. Our team, utilizes proprietary quantitative models and fundamental research to identify companies that have solid prospects and trade at reasonable valuations.

Optimizing asset mix allocation is key to managing and reducing risk.