Achieve a custom-designed portfolio with the RBC Dominion
Securities Portfolio Approach.
For more than 100 years, RBC Dominion Securities has helped its
clients achieve their financial goals by employing a disciplined process
to investing known as the Portfolio Approach.
The basis of long-term, successful money management, the Portfolio
Approach is predicated around creating a customized investment portfolio
that reflects your investment needs throughout the various stages of your
life. Working together with your Investment Advisor, you can implement the
Portfolio Approach to achieve your financial goals.
There are four steps to the Portfolio Approach:
Step 1: Understanding your needs and goals
Your Investment Advisor’s first and most important job is to
listen to you and understand your needs and dreams for the future. He or
she will take the time to understand your specific investment goals, such
as saving for retirement or financing a business, and the timeframes
available to achieve them. In addition, your Investment Advisor will consider
your return expectations and tolerance for risk. This “discovery
process” doesn't end here—as time passes, and your situation
changes, your Investment Advisor will work with you to ensure that your
investment strategy remains current.
Step 2: Creating your investment policy statement
With an in-depth understanding of your personal situation, your
Investment Advisor is able to create your investment policy statement.
This document provides the framework for managing your financial assets
going forward. It clearly sets out your investment objectives, income
needs, timeframes, asset mix guidelines, security selection criteria
and review process. Your investment policy statement helps keep your
investment goals and preferences in clear focus. It also provides a benchmark
for measuring the progress you’re making towards achieving your
goals.
Step 3: Building your custom-designed portfolio
Once you’ve approved your investment policy statement,
your Investment Advisor can structure your personal portfolio.
In building a personalized investment portfolio for you, your
Investment Advisor selects from a complete universe of investments
from sources worldwide. This includes:
Your Investment Advisor also has 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 also receive advice from the best Investment Advisors here
at home and around the world, and 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.
Step 4: Managing your portfolio
The last step in the process is to monitor your progress towards
your continued success. Your Investment Advisor will review your portfolio
with you on a regular basis, and recommend appropriate changes to keep you
on track. You will also receive detailed account statements, portfolio
review statements, transaction updates and tax reports.
For more information…
To learn more, please visit our Investing and Portfolio Management section.
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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