Many sophisticated investors are already familiar with all major types of investments and are sufficiently knowledgeable to invest in more complex investment opportunities. They may also be comfortable with short-term market fluctuations and risk, and wish to make their own investment decisions. Depending on your needs, you may qualify for the services of the Private Trading Office for all or a portion of your investment portfolio.
Our exclusive service is tailored to clients who are:
- Sophisticated investors with investable assets of $10 million or more, and advanced investment knowledge
- Small institutional investors or Registered Investment Counsellors
- CEOs, directors, executives and corporate insiders with high investable assets and investment knowledge
Services for family offices:
- Specially designed to cater to family offices' complex needs
- Specialized custody offerings
- Part of RBC group that services many of the world's wealthiest families
You may benefit from the Private Trading Office preferred offering if you:
- Have a high level of investment knowledge and the ability to make your own investment decisions or have professionals acting on your behalf
- Prefer to be serviced directly by an experienced trading desk to execute your large volume orders
- Wish to diversify your portfolio of custody providers to a safe jurisdiction within the Canadian financial system
If you would like to discuss whether the Private Trading Office is right for you, please contact us today.