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, RBC Dominion Securities is a partner you can trust to understand and meet your unique requirements.
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 highly qualified professionals.
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.
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Among our many convenient solutions and services, we offer solutions in particular that are ideally suited to your needs as a high-net–worth investor. These include:
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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:
Learn more about our comprehensive commodity/ financial futures services.
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.