Investments and research

Building wealth over time

When you’re ready to invest, your RBC Wealth Management financial advisor will help construct a portfolio based on your specific goals and circumstances. Your advisor will help you:

  • Identify an appropriate asset allocation strategy
  • Select suitable investments
  • Monitor your portfolio performance
  • Rebalance your portfolio when appropriate
  • Update your investment strategy as your life changes

You’ll select from a broad range of investment vehicles, including equities, exchange traded funds, fixed income securities, mutual funds, private managed accounts, as well as retirement and education savings accounts. Your financial advisor will provide recommendations and valuable insights that reflect forward-thinking market research and analysis prepared by experienced investment professionals.

Research and advice

Determining the best strategies and keeping you informed

At RBC Wealth Management, our experienced analysts conduct extensive and ongoing research to identify attractive investment opportunities and provide objective advice that helps to manage your portfolio through the inevitable ups and downs of financial markets.

RBC’s Global Portfolio Advisory Committee (GPAC) meets regularly to discuss key economic and market events and other factors affecting global financial markets and your portfolio. The committee is comprised of senior investment leaders based in different geographies around the world and seeks to leverage the vast resources and insights of RBC’s broader organization. GPAC produces timely and relevant thought leadership to help keep you and your financial advisor informed. In addition, our analysts regularly publish timely research reports and provide objective guidance on the broad range of investments available to you.

Important disclosure information about Royal Bank of Canada (RBC) and RBC Capital Markets, LLC

Best Place to Work for LGBT Equality

The Human Rights Campaign 2018


World's 5th Largest Wealth Manager By Assets

Scorpio Partnership's Global Private Banking Benchmark Report 2017


Best Initiative of the Year in Relationship Management (North America)

Global Private Banking Awards 2017 presented by PWM and The Banker


Related articles

figure
Analysis

Pressure points

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

Read more
figure
Analysis

New kids on the blockchain

By Frédérique Carrier

Cryptocurrencies are unlikely to replace traditional money in the short term, though blockchain, the technology that underpins them, will disrupt many industries. How can investors approach this nascent innovation?

Read more