Fiduciary investor services

Invest according to your organization’s values

As a fiduciary, you are entrusted with the duty to invest on behalf of your organization, in keeping with its long-term goals, values and purpose. 

Based on your organization’s investment parameters and unique constraints, we’ll create an investment strategy to meet your organization’s goals, documented within a customized Investment Policy Statement.

Your dedicated RBC Wealth Management Advisor will provide expert advice, the tailored solutions you need, and customize your investment portfolio to help achieve your goals for growth, income, liquidity and capital preservation while managing investment risks.

You will have access to a full range of investments globally, backed by research, our asset management and one of Canada’s leading inventories of fixed-income and money market investments.

Access comprehensive wealth planning through these RBC businesses:

Investment management and advice

Benefit from professional advice on the full range of investments uniquely personalized investment management and comprehensive financial, retirement and estate planning.

RBC Dominion Securities
Investment counselling

Realize your financial goals through consistent investment management, led by our firm's established approach, which is tailored to your family’s circumstances by a personal investment counsellor.

RBC PH&N Investment Counsel
Estate, trust and elder care solutions

Preserve your wealth for future generations while getting the professional assistance you need to navigate complex and sometimes emotional decisions.

RBC Estates & Trust Services
Banking and credit

Receive customized wealth management, sophisticated banking, cash management and high-net-worth credit solutions, from a dedicated private banker and their team.

RBC Private Banking

Best Private Banking Services in Canada

2017 Euromoney Private Banking and Wealth Management Survey

Best Private Bank in Canada

Global Private Banking Awards 2017 presented by PWM and The Banker

Outstanding Private Bank - North America

Private Banker International Global Wealth Awards 2017

Related articles


Pressure points

While there is no U.S. recession on the horizon, investors should remain attuned to early warning signs of potential challenges.

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2018 investment stance

A synchronized, durable upswing in most major economies leaves us optimistic, invested, but still vigilant toward global equities for 2018. And as central banks slowly ease off the gas, ending the era of “peak money,” we look at how fixed income markets will likely react. We also provide our 2018 outlook on commodities and currencies.

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Volume 5, Issue 2, Fall 2017


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