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Three relationship styles to help define the way you want to
invest…
You have your own needs and goals — and your own preferences
for how your wealth and investments should be managed. At RBC Dominion
Securities, it all starts with defining the type of relationship you want
to have with your personal Investment Advisor and how much involvement
you wish to have in managing your wealth.
When we first speak with you, we'll appraise your needs and temperament
as an investor. Based on this information, and other cues you provide,
we’ll suggest one of the following relationship styles:
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Advisory Services |
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For investors who want to be closely involved
in the investment process with the benefit of personal advice from
a professional advisor. |
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Investment Consulting |
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For investors who want to delegate
the management of their investments to world-class money managers
selected in consultation with a knowledgeable advisor. |
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Discretionary Wealth Management |
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For those who wish to work directly with
a highly qualified portfolio manager who will manage their assets
on their behalf. |
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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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