Whether you’re growing your wealth, building your business, or protecting your retirement nest egg, professional investment management helps keep your financial future moving in the right direction.
Investment management is the professional service of building, monitoring and adjusting a portfolio of assets—such as stocks, bonds, ETFs and alternative investments—to help you reach your financial goals.
An accredited advisor develops a personalized strategy that’s built around you, not the market. They consider your risk profile, time horizon, income needs, long-term aspirations and how involved you want to be in investment decisions.
Life is complicated enough. Professional investment management from RBC means a qualified advisor handles the complexity of your portfolio. That frees up your time for your family, your work and your passions—all with peace of mind.
Markets fluctuate and emotions can too. Your professional advisor brings discipline and perspective to investment decisions, helping keep your portfolio aligned with your long-term strategy through changing market conditions.
Your advisor considers the tax implications of your investment decisions, including opportunities such as tax-loss harvesting and the strategic use of registered accounts—FHSAs, TFSAs, RRSPs and RRIFs—to help structure your portfolio tax-efficiently.
Investment management does not stop once your portfolio is built. Your advisor monitors your investments and makes or recommends adjustments to help keep your portfolio aligned with your strategy over time.
Your advisor draws on in-depth research and analysis from across RBC—including the Portfolio Advisory Group, Global Manager Research, RBC Capital Markets Research and RBC Global Asset Management—to help inform decisions and identify opportunities.
Investment management is one part of your broader wealth strategy. Your financial decisions are often integrated, which is why we offer a full suite of solutions—from wealth planning to banking to trust and estate services—designed to work together.
Your advisor is your starting point. They’ll help you identify where you may need additional support and connect you with the right RBC specialists to address your priorities and work toward your objectives.
Explore all our solutions
We know choosing how to invest—and who to trust with that responsibility—is a big decision. Here are the questions we hear most often.
A professional advisor brings expertise and discipline to your financial life. They save you time, bring perspective to investment decisions during market volatility and keep your portfolio aligned with your long-term strategy. Because your investments are just one part of your wealth, RBC Wealth Management advisors can also work with RBC specialists to develop a wealth strategy that goes beyond investment management—such as retirement, trust and estate, and tax planning—that can incorporate all aspects of your financial life.
RBC Wealth Management offers two ways to invest, depending on how involved you want to be. You can take a more hands-off approach, called discretionary investment management, where you share your goals and direction with your advisor, and let them handle the day-to-day decisions. Or you can make your own ongoing investment choices with your advisor’s guidance every step of the way.
Discretionary investment management means your advisor makes investment decisions on your behalf within the strategy you’ve agreed on together. You don’t need to approve each trade—your advisor acts in your best interests, rebalancing and adjusting as market conditions or your needs evolve.
Getting started is straightforward. Use our directories to find a wealth management professional near you at RBC Dominion Securities or RBC PH&N Investment Counsel, then contact them to start a conversation.
Develop an investment portfolio based on a greater purpose to create positive social and environmental impact.
A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.
Make the most of your wealth with strategies that can help you protect your assets and address your individual or family tax situation.
From your investment portfolio to your broader wealth, discover how RBC Wealth Management can help you reach your goals.