Step 3: Building your custom-designed portfolio
Once you've approved your investment strategy, we can structure your personal portfolio.
In building a personalized investment portfolio for you, we select from a universe of international investments. 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.
You will have a diversified portfolio that conforms to the guidelines and direction you set in advance. This process means you will receive specific, appropriate investment recommendations, and each recommendation will be clear and well thought-out.