Discretionary Management

Discretionary Money Management - Private Investment Management

Private Investment Management is a specialized investment service offered by RBC Dominion Securities. Less than 20% of all RBC Dominion Securities Investment Advisors meet the qualifications to participate in this program.

This elite and prestigious service focuses on the management of the portfolios on a discretionary basis, while working towards your goals.

The Tiviluk Group, through Private Investment Management, provides a total portfolio management solution maximizing performance, convenience and peace of mind. Our service will:

Free you from day-to day details of managing wealth, so you can focus on your interests.
Provide a high level of customization in developing a solution to meet your investment needs, the guidelines of which will be outlined in an Investment Policy Statement.
Give you direct access to your Portfolio Manager.
Include monitoring from the third-party Portfolio Risk Group who oversee your portfolio and Portfolio Manager to ensure your investments stay on track to achieving your goals.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

View transcript

[♪]

With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.