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Personal service and solutions for clients with large portfolios.
If you seek a higher level of personal service and assistance managing
significant investment assets, consider the discretionary services and
personalized solutions available to you through an RBC Dominions Securities
Portfolio Manager or Investment Advisor. With more than 400,000 clients
across Canada and worldwide, and $147 billion in assets under
administration, RBC Dominion Securities is a partner you can trust to
understand and meet your unique requirements.
We meet your needs by providing:
A Discretionary Wealth Management
Relationship
If your portfolio's substantial size has made it too complex
or time-consuming for you to manage your investments on your own,
we can offer you freedom from these tasks through a
discretionary wealth
management relationship.
Under a discretionary relationship, you set the overall direction
of your portfolio, while delegating day-to-day investment decisions
to a highly qualified personal Investment Advisor or Portfolio Manager.
Alternatively, if your preference is to remain more involved in
day-to-day decisions regarding your portfolio, we can also work with you
on an advisory or
investment consulting basis.
Whatever your preference, you can be assured that we will tailor our
services to meet your unique needs.
Elite Money Management Solutions
Among our many convenient solutions
and services, we offer three solutions in particular that are ideally
suited to your needs as a high-net–worth investor. These include:
- Private Investment Management
Designed for portfolios exceeding $200,000, Private
Investment Management is a unique discretionary managed account that
allows you to delegate responsibility for day-to-day investment decisions
to a personal Portfolio Manager. Through this program, you enjoy direct
access to a Portfolio Manager with the highest credentials. Based on your
growth requirements, income needs and risk tolerance, your Portfolio
Manager will create a custom portfolio to meet your needs and objectives
and then manage your portfolio according to guidelines you have
established in advance.
- Access Manager Selection Program
Through this exclusive program, and with the help of your Investment
Advisor, you can gain access to the world’s most elite investment
managers for an investment as little as $100,000 per manager. As with
Private Investment Management, our Access Manager Selection Program is
designed to free you from the day-to-day details of managing your wealth.
- Parameters Portfolios
Also designed for portfolios meeting or exceeding $100,000, Parameters
Portfolios give you direct ownership of the securities in your investment
portfolio. This approach provides you with several important tax
advantages and the flexibility to control certain investment decisions
while still delegating most decisions to trusted professionals.
Traditional and Alternative Investment
Products
RBC Dominion Securities is Canada's leading full-service brokerage
firm. When building your portfolio, your Investment Advisor or Portfolio
Manager has access to a complete universe of
equities, fixed-income
investments and mutual funds.
In addition to these traditional
investment products, your Investment Advisor may also recommend
alternative investment strategies should you require an additional dimension
of diversification in your portfolio. As an example, we can help you:
- Manage the volatility of your investments through hedge fund
products that aim to generate absolute returns over the long term,
generally independent of market direction.
- Reduce or eliminate the risk of exchange rates through the use of
foreign exchange futures.
- Manage risk through the use of commodity futures.
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Learn more about our comprehensive commodity/ financial futures services. |
Enhanced Communication to Keep You Informed
We know that when you entrust your significant assets to us, you expect
to be kept well-informed. As a client, you will receive monthly and
quarterly account statements, detailed reporting packages, one-on-one
portfolio reviews and much more.
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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