Professional investment advice
Invest on your terms
To help grow the wealth you have now, while protecting it for the future, we will take the time to understand what you need from your investment portfolio, and how you can reach your goals for retirement income, growth, diversification, liquidity or capital preservation.
Through discussions and analysis, we can determine:
- The amount of capital available to invest
- Your tolerance for market risk and changes in portfolio value
- Income required to finance expansion or unforeseen expenses
- Term length for cash and fixed-income investments
- Required savings for long-term goals like retirement
You will have access to the full range of investments globally – including stocks, bonds, mutual funds, GICs and more – within a custom-designed portfolio. To help you make confident investment decisions, you will benefit from RBC’s research, market commentary and proven investment strategy.
Every step of the way, we’ll be there to provide advice, recommend changes to help you stay on course, and keep you well informed about your progress with detailed reports and online account access.