Portfolio Advisory - Advisory Account Services
Experience the perfect partnership.
The RBC Dominion Securities Advisor Account is a special type of investment account designed to offer you a portfolio approach to investing and the simplicity of paying one annual, asset-based fee.
With an Advisor Account, you have access to a complete range of investment choices and financial planning services. Working directly with Sharon McCormick, you can plan, implement and make adjustments to your portfolio as needed—without paying additional transaction fees.
Key Features and Benefits of the Advisor Account
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Make or approve all investment decisions, working in partnership with your Investment Advisor
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Adjust your portfolio to meet changing market conditions and personal circumstances, without paying additional fees and charges
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Receive expert portfolio planning and implementation services
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Access timely market updates and top-ranked research, as well as convenient portfolio evaluation and monitoring tools online
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Receive comprehensive quarterly and monthly reports summarizing all portfolio activity
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Enjoy premium interest rates on a wide array of interest-bearing securities, commission-free mutual funds and exclusive access to low-cost mutual funds
An Advisor Account could be ideal if you:
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Want control over your investments, with the advice and support of an Investment Advisor
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Desire a flexible yet disciplined long-term approach to investing
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Want to know your fees in advance to plan for your total brokerage costs
Request the advisor account brochure!
And then take the next step… contact Sharon McCormick today!
