Investment counselling is the next level of investment management, offering you exclusive services to help grow and preserve your wealth. Simplify your life by delegating your investment decisions to a dedicated investment counsellor.

Your investment counsellor works with you to understand your unique, personal circumstances and investment preferences. They also consider your specific financial goals, risk tolerance and ongoing needs to create a plan that guides the day-to-day management of your customized portfolio.

At RBC PH&N Investment Counsel, our team of over 100 highly qualified investment professionals located in offices nationwide can help you feel confident about where your wealth is managed. As our client, you'll enjoy a sophisticated wealth planning experience tailored to your values and goals.

A meticulous process for your peace of mind

We help preserve and enhance your wealth through a disciplined, consistent and customized approach to wealth management.

• Discovery – We develop a deep understanding of your financial goals and personal circumstances to identify your unique investment, retirement, tax and estate planning needs.
  
  
• Strategy – We construct your customized strategy to meet your goals, drawing on our collective wealth of expertise, product selection and resources available.
  
  
• Implementation – We provide you with a full range of investment vehicles to ensure the appropriate diversification of investments, and develop tailored wealth management solutions that are informed and monitored by the collective knowledge and investment expertise from across RBC.
  
  
• Management – We review your portfolio regularly to ensure it's in line with your overall wealth management strategy and reflects the changing market conditions and your changing needs.
  
  
• Communication – We’re committed to keeping you informed. Beyond reporting, we are always available to provide guidance, answer questions or discuss your portfolio.