Investment Management

With over 75 years of Investment Management Experience, we offer a complete range of investments to meet your individual needs and preferences. As your investment advisors - Ashkan, Chris and Fyfe will recommend a prudent and disciplined long-term approach to investing with the most appropriate asset allocation for your portfolio. We’ll establish a comprehensive, high quality portfolio with the investments that are right for you based on your unique situation, tax position and capital preservation.

We provide solutions to help you build, maximize and protect your wealth. We offer comprehensive, portfolio-based investment solutions and services no matter where you are in the investment life cycle.

Following our disciplined, four-step Portfolio Approach — and with the backing of top-ranked investment strategy and research — we will help you build, manage and preserve your assets, while remaining flexible enough to respond to your changing circumstances. Throughout the process, we will work with you based on your preferred relationship style, allowing you to define how much involvement you wish to have in managing the day-to-day aspects of your portfolio.

The basis of long-term, successful money management, the Portfolio Approach is predicated on creating a customized investment portfolio that reflects your investment needs throughout the various stages of your life. Working together with us, you can implement the Portfolio Approach to achieve your financial goals.

There are four steps to our Custom Portfolio Approach:

 

Step 1: Understanding your needs and goals

First and most important we will listen to you and understand your needs and dreams for the future. We will take the time to understand your specific investment goals, such as saving for retirement or financing a business, and the timeframes available to achieve them. In addition, we consider your return expectations and tolerance for risk. This “discovery process” doesn't end here — as time passes, and your situation changes, we will work with you to ensure that your investment strategy remains current.

 

Step 2: Creating your investment policy statement

With an in-depth understanding of your personal situation, we are able to create your investment policy statement. This document provides the framework for managing your financial assets going forward. It clearly sets out your investment objectives, income needs, timeframes, asset mix guidelines, security selection criteria and review process. Your investment policy statement helps keep your investment goals and preferences in clear focus. It also provides a benchmark for measuring the progress you're making towards achieving your goals.

 

Step 3: Building your custom-designed portfolio

Once you've approved your investment policy statement, we can structure your personal portfolio.

In building a personalized investment portfolio for you, we select from a complete universe of investments from sources worldwide. This includes:

  • Investments for growth, such as Canadian, U.S. and international stocks

  • Investments for income, including government and corporate bonds

  • Investments for wealth preservation, including guaranteed investments

We also have access to leading-edge investment strategy and research provided by the RBC Investment Strategy Committee, RBC Capital Markets and third-party, independent firms. This process means you will receive specific, appropriate investment recommendations, and each recommendation will be clear and well thought-out.

 

Step 4: Managing your portfolio

The last step in the process is to monitor your progress towards your continued success. We will review your portfolio with you on a regular basis, and recommend appropriate changes to keep you on track. You will also receive detailed account statements, portfolio review statements, transaction updates and tax reports.