Investing for Wealth Preservation
 Over time, taxes and inflation can erode
your wealth. Drawing income or capital from your investment portfolio
also erodes the wealth you have built—often needlessly.
If you have built or inherited a substantial amount of wealth, we
can help you preserve it by structuring your portfolio to favor more
conservative investments like bonds, while including an element of growth
to counter the impact of taxes and inflation. A number of additional
investment strategies can also allow you to enjoy your wealth and still
keep it intact.
We offer several strategies and solutions to preserve your
wealth, including:
A Full Range of Traditional Investment
Products
RBC Dominion Securities is Canada’s leading full-service
brokerage firm. This means that your Investment Advisor can access a
complete range of investments to build your
personalized investment
portfolio. With the goal of preserving your wealth, your Investment
Advisor will most likely select from:
- Conservative fixed-income
investments such as bonds, GICs and treasury bills
- High-quality growth-oriented investments, including domestic and
international equities
Tax-Efficient Investment Solutions
Included among our many investment solutions are two solutions in
particular that offer unique tax advantages:
- Our Access Manger
Selection Program allows you to access some of the world’s
best "tax aware" money managers. In addition, the program
features individually managed accounts, which avoid some of the tax
consequences associated with pooled investments.
- Our Parameters Portfolios
also give you direct ownership of the stocks in your portfolio, which
helps you avoid embedded capital gains and gives you greater control
over taxable events.
Your Investment Advisor may also recommend additional
solutions and services, depending
on your needs.
Insured Investment Products
Certain insured investment products can also serve to preserve
your wealth. One such example is a segregated fund, a professionally
managed investment fund that offers both estate and wealth protection.
Your Investment Advisor can explain the choices available to you and
make a recommendation based on your situation. You can also learn
more about insurance products that help protect your wealth in our
Estate Planning and
Retirement Planning sections.
A High Level of Discretionary Service
Another way we can assist you in managing and preserving your wealth
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 wealth.
For more information…
To explore additional ways we can meet your wealth preservations
needs, please visit the following sections:
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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