Private Investment Management (PIM)

RBC Dominion Securities Private Investment Management (PIM) offers a premium level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth.

Available exclusively for portfolios exceeding $200,000, PIM gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards.

PIM could be ideal if you desire superior, personalized service and direct access to Stephen’s expertise as a professional Associate Portfolio Manager. To ensure we always act in your best interests, Stephen follows a meticulous six-step process: 

1. Creating your Investment Policy Statement
2. Balancing your portfolio
3. Managing your portfolio
4. Third party review and monitoring
5. Adjusting your investment strategy
6. Keeping you informed of your progress

This process balances your desire for freedom with your expectation for excellence.

Please click the following photos for articles:

PIM

Introduction to PIM

Wealth Management Process

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Please click the links for article:

Introduction to PIM  (Chinese)

Wealth Management Process (Chinese)