Have confidence knowing your investments are working towards your goals while you focus on what matters most to you.
Your primary investment objective may be one of many things: to preserve your wealth, derive a regular income or achieve strong, inflation-beating growth. The ideal investment portfolio reflects your risk tolerance, time horizon, asset class preferences and plans for you, your family and your career or business. We can help you develop an investment strategy that works for all your needs.
At RBC Wealth Management, we take the time to understand you, your goals and how we can best work together. With our team of professionals guiding you, we make sure your investment strategy suits your circumstances and needs for now and in the future.
If you’re too busy to maintain a high level of ongoing involvement in managing a portfolio or prefer a more hands-off approach, discretionary investment management may be right for you.
Discretionary investment management is an approach to investing where you delegate day-to-day decision-making to an investment manager. As your investment manager, we make decisions on your behalf, applying our experience and expertise while ensuring the focus remains on the objectives of your customised investment strategy.
If you want more control or influence over the management of your investment portfolio, you may prefer to use an advisory service.
Investment advisory is an approach where you make ongoing investment decisions based on advice from your investment counsellor. We help you develop your strategy while providing expertise and advice, encompassing portfolio construction, asset allocation and re-investment suggestions. As our client, you also receive a wealth of detailed research from across RBC’s global network. This includes access to in-house product specialists spanning the major asset classes, from equities and fixed income to foreign exchange-linked and other structured products.
At RBC Wealth Management, you can always opt for a combination of discretionary and advisory investment management. For example, you may want to be involved in decision-making in instances where you have a particular viewpoint while delegating the general management of your portfolio to us.
We also offer a portfolio consulting service tailored to clients with multiple investment relationships where we provide bespoke portfolio design and strategy implementation, investment manager due diligence and consolidated reporting across various portfolios.
It’s entirely up to you how we work together. With this approach, your relationship manager or investment counsellor will be on hand when required to help you make informed decisions.
It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.
Discover how RBC Wealth Management can help you manage your investment portfolio.
Invest with purpose and apply sustainable investing approaches to create a positive social and environmental impact.
A personalised plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your loved ones.
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