If you're a business owner, self-employed professional or executive, it's important to surround yourself with people you trust to take care of important responsibilities. At RBC Dominion Securities, we can offer you over 100 years of experience providing business clients with professional advice and high-quality investment solutions.
To meet the investing needs of our business clients, we provide:
As a first step in creating a custom investment solution for your business, your Investment Advisor will work with you to develop an investment strategy that:
After fully understanding the needs and investing objectives of your business, your Investment Advisor will help you draft an appropriate investment plan and provide recommendations on specific investment opportunities for your company's portfolio.
Because we are Canada’s leading full-service brokerage firm, your Investment Advisor can structure your company's portfolio using virtually every type of investment available, including:
Throughout the process, your Investment Advisor will continuously monitor your portfolio to ensure that your plan stays on track. In addition, you will be kept fully informed of your company's progress through detailed reporting packages designed to meet your accounting requirements.
Learn more about the approach we use to develop our clients' investment portfolios.
If your company's investment needs are complex or if you lack the time or knowledge to properly manage your company's investment portfolio, your Investment Advisor might recommend our Access Manager Selection Program.
Through this exclusive program, your company can gain access to the world’s most elite investment managers for an investment as little as $100,000 per manager.
All of the services in this program are also included for one convenient, asset-based fee—allowing you to easily plan for your company's total brokerage costs.
Once you’ve approved your investment policy statement,
Another important way we meet the investing needs of your business is through Private Investment Management, our premium discretionary wealth management service.
Available exclusively for portfolios exceeding $200,000, Private Investment Management is designed to free you from the day-to-day details of managing your company's investment assets.
In addition to helping you invest on behalf of your business, we also offer personal retirement planning solutions such as Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs) that are ideal for self-employed business owners and executives.