Portfolio Review Form

The RBC Dominion Securities Portfolio Evaluation Service

The RBC Dominion Securities Portfolio Evaluation Service is a complimentary, four-step process designed to determine if your portfolio matches your long-term investment objectives. Click on personalized investment portfolios to learn more about this free service.

To request a complimentary portfolio evaluation, we ask that you answer the following questions. This will help us determine which one of our advisors is best qualified to answer your questions.

If you are an existing RBC Dominion Securities client, please contact your Investment Advisor directly for a portfolio evaluation request.

Fields marked with an "*" must be filled.
First Name*
Last Name*
E-Mail Address*
City*
Postal Code*
Province*	Alberta British Columbia Manitoba New Brunswick Newfoundland Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Territory Other
Telephone*
Do you have an existing RBC Dominion Securities Advisor?* Yes No If yes, please enter his/her name in the space below: Household investable assets $75,000-$250,000 $250,000-$500,000 $500,000-$1,000,000 more than $1,000,000
Enter any comments below:
Please be advised that any information sent through this portfolio review form is not considered secure and privacy cannot be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.