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Investment strategies customized to your goals

Investment Management

There are many different ways to invest, and each has its advantages. We will clearly communicate and recommend an option that makes the most sense for your situation. Whether you would like to have involvement or a hands-off discretionary managed account, you’ll have the choice that best suits your needs.

Private Investment Management

The benefits of discretionary management

Discretionary management lets you dedicate yourself to your business while a team of specialists takes care of growing your portfolio. While you concentrate on your business, we constantly track the financial markets and react quickly to protect your capital and generate performance

A discretionary wealth management relationship

If your portfolio's substantial size has made it too complex or time-consuming for you to manage your investments on your own, Private Investment Management is a unique discretionary managed account that allows you to delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager. Through this program, you enjoy direct access to a Portfolio Manager with the highest credentials. Based on your growth requirements, income needs and risk tolerance, your Portfolio Manager will create a custom portfolio to meet your needs and objectives and then manage your portfolio according to guidelines you have established in advance.

A+ Unified Managed Account

Elite money management solutions

Through this exclusive program, and with the help of your Investment Advisor, you can gain access to RBC's proven investment strategy within a customized, tax-efficient portfolio. As with Private Investment Management, A+ is designed to free you from the day-to-day details of managing your wealth.

Traditional and alternative investment products

RBC Dominion Securities is Canada's leading full-service brokerage firm. When building your portfolio, we have access to a complete universe of equities, fixed-income investments and mutual funds.

In addition to these traditional investment products, your Investment Advisor may also recommend alternative investment strategies should you require an additional dimension of diversification in your portfolio. As an example, we can help you:

  • Manage the volatility of your investments through hedge fund products that aim to generate absolute returns over the long term, generally independent of market direction.
  • Reduce or eliminate the risk of exchange rates through the use of foreign exchange futures.
  • Manage risk through the use of commodity futures.