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Portfolio Approach

Solutions to help you build, maximize and protect your wealth.

RBC Dominion Securities offers 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—your personal Investment Advisor will help you build, manage and preserve your assets, while remaining flexible enough to respond to your changing circumstances. Throughout the process, your Investment Advisor 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.

 

Explore how we can meet the following investing needs:

  • Investing for Growth

    Build your wealth through a complete range of growth–oriented investments and convenient portfolio–based solutions and services.

  • Investing for Income

    Support the lifestyle you want using the right balance of fixed–income investments and our custom solutions and services.

  • Investing for Wealth Preservation

    Protect your wealth with a range of tax-efficient investment solutions, insured investment products and more.

 

Our investing and portfolio management solutions could be ideal if you:

  • Are looking for professional assistance managing your investments
  • Want access to the full range of investment alternatives within a custom-designed portfolio
  • Need an investment solution personalized to your individual situation, whether you’re investing for yourself, your family, your business or other organization
  • Want to create a solid strategy for building, managing and protecting your investment assets
  • Prefer to follow a disciplined approach to investing designed to manage risk, while achieving your goals
 
 

Take the next step…talk to an advisor.

Our Investment Advisors are here to help recommend the solutions that are best for you. To learn more, please contact an advisor (opens new window) or ask an advisor to contact you.

 

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