Discretionary Portfolio Management
At the heart of our wealth management services is our disciplined investment approach. Through customized investment strategies, we strive to help our clients reach their return objectives within their investment comfort zone.
The benefits of discretionary investment management include:
  • Delegate your daily investment decisions with financial confidence and peace of mind knowing our team is fully backed by the professional support and resources of RBC Dominion Securities, Canada's leading wealth management provider.
  • Streamline your personal and professional investment management needs with one customized plan that is tailored to the specific management guidelines and goals of your estate, trust, foundation, incorporated business or not-for-profit organization. 
  • Agile and flexible portfolio and a dedicated investment management team that is able to make timely decisions in response to market conditions, economic outlook and rate fluctuations – all while working within your investment objectives and risk tolerance. 
  • Simplified investment management fees with a single, all-inclusive and potentially tax-deductible fee. 
  • Ongoing reviews and reporting to keep you informed through secure access to our private client eStatements and DS Online service as well as monthly, quarterly, and annually scheduled statements that detail your rate-of-return.