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,
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.