Discretionary Portfolio Management

To help you delegate the management of your financial affairs with confidence, we are pleased to offer Discretionary Wealth Management. As you enjoy greater success in life, your financial affairs will invariably become more complex and demand more of your time – time that you would prefer to devote to your other interests and responsibilities.

Premium Level is Ideally Suited For:

  • Busy entrepreneurs, professionals and executives.
  • Retired individuals who travel or would rather dedicate time to other interests and pursuits.
  • Individuals responsible for family investments.
  • Not-for-profit organizations, foundations and endowments.

To learn more about Discretionary Portfolio Management, please contact us.

Non-Discretionary Portfolio Management

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 your Investment Advisor, 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:

  • Make or approve all investment decisions, working in partnership with your Investment Advisor
  • Adjust your portfolio to meet changing market conditions and personal circumstances, without paying additional fees and charges
  • Receive expert portfolio planning and implementation services
  • Access timely market updates and top-ranked research, as well as convenient portfolio evaluation and monitoring tools online
  • Receive comprehensive quarterly and monthly reports summarizing all portfolio activity
  • 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:

  • Want control over your investments, with the advice and support of an Investment Advisor
  • Desire a flexible yet disciplined long-term approach to investing
  • Want to know your fees in advance to plan for your total brokerage costs

To learn more about Non-Discretionary Portfolio Management, please contact us.

Sub Advised Portfolio Management

Gain greater convenience, customization and choice with the latest advance in wealth management delivered through our innovative Unified Managed Account (UMA) technology.

With UMA you get convenient access to the most current thinking of RBC’s senior portfolio strategists and carefully evaluated investment ideas from elite money managers worldwide within a highly customized, tax-efficient portfolio managed by RBC Dominion Securities.

UMA follows a highly disciplined, proven process designed to remove the guesswork and emotions from investing. For even greater peace of mind, your UMA portfolio benefits from independent, third-party due diligence on manager selection.

UMA Unified Managed Account Key Features

Convenience

Your personalized UMA investment portfolio is managed for you on a discretionary basis, freeing your time to focus on other important priorities. Every quarter, your UMA portfolio is automatically rebalanced to align with the current asset allocation recommendations of the RBC Investment Strategy Committee. You also receive an integrated view of your overall financial affairs through UMA consolidated account reporting.

Choice

Choose from carefully screened money managers, top-ranked mutual funds and recommended Exchange-Traded Funds (ETFs) – now available in a single account for greater convenience.

Customization

Your UMA portfolio is customized to your needs, whether you’re looking for growth, income or capital preservation. It can also accommodate your individual tax needs and any investment restrictions if you wish to invest in a socially or environmentally responsible fashion.

To learn more about Sub Advised Portfolio Management, please contact us.