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If you want to make or approve all investment decisions with the
guidance of a professional Investment Advisor, an advisory relationship
may be right for you.
What to expect from an advisory relationship:
Flexibility in the Decision-Making Process
In an advisory relationship, you decide how much involvement you want
in the investment process. Whether you want to make all decisions,
simply approve your Investment Advisor’s recommendations or
somewhere in between, the choice is yours.
Personalized, Expert Advice and Service
You will receive one-on-one advice from your Investment Advisor, who
will help you plan, design and implement your investment strategy. He or
she will actively recommend investments, provide advice on ideas you have
and put your investment decisions into action quickly and efficiently.
Access to a Full Range of Investments
and Solutions
As an RBC Dominion Securities’ client, you can access virtually
any investment product imaginable.
This includes the largest inventory of fixed-income investments of any
investment firm in Canada and equity investments trading on major markets
worldwide.
We also offer a number of unique
solutions, with several that are well-suited for investors desiring
an advisory relationship. For example, you may wish to consider our
Advisor Account or
Guided Portfolios.
Also choose from a range of registered and non-registered investment
accounts, including traditional commission-based accounts and all-inclusive
asset-based fee structures.
Access to Top Research to Assist in Your
Decisions
Through your Investment Advisor, you will have access to the
research you need to
make informed decisions about your wealth and investments. This
includes:
- Top-ranked research from RBC Capital Markets
- In-depth research from independent investment firm Veritas —
exclusive to RBC Dominion Securities
- Global market research from a host of leading research providers,
including Standard & Poor’s
To further assist in your decisions, you also have access to tools and
resources within this site, including:
Regular Communication to Keep You Informed of
Your Progress
To keep you informed about the performance of your portfolio, we will
send you a monthly or quarterly account statement and a quarterly portfolio
review statement.
You can also access your account information through
DS Online from any computer
with a secure Internet connection.
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 today. Or,
ask an advisor to contact you.
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