Discretionary Management

For high net worth individuals who prefer to delegate the details to highly qualified wealth managers. This option keeps you informed of the general strategic direction of your asset management yet spares you from the micromanagement minutiae that concern your solution. This will allow you to enjoy the wealth you have, knowing that your portfolio is managed by a team of industry experts.

Non-Discretionary Management

Giving you the choice of being involved in your investment. The degree to which you are involved with the details is entirely up to you. Whether you want to make all decisions, simply approve your investment advisor’s recommendations or somewhere in between, we have the infrastructure to support your choice. Ideal for those who are interested in delving deeper into their asset management, this option offers clients the peace of mind that comes from being in control.

Multi Manager Investment Solutions

Offers you access to specialized or diversified investment styles and approaches. We work with external managers who are subject to rigorous ongoing review by the RBC Investment Strategy Committee to provide additional management options for our clients. Your service style will be decided by you, and as your financial team, we will conduct due diligence on a regular basis to ensure the safety of your assets.