Business Investing
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:
Investment Strategies Based on Business Needs
and Objectives
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:
- Evaluates the capital you have available for investing
- Balances your need for safety and higher returns
- Ensures sufficient liquidity for unforeseen expenses or
new opportunities
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.
Convenient Fee-Based Asset Management
Solutions
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.
A High Level of Discretionary Service
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.
Personal Retirement Planning Solutions
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.
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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