When it comes to building an investment portfolio, you may have specific goals that reflect your risk tolerance, time horizon or asset class preferences. Whatever your needs, we can help you develop an investment strategy that works for you.
Your primary investment objective could be one of many things. It could be to preserve your wealth,
Entrust the investment of your wealth to a dedicated portfolio manager
If you’re too busy to maintain a high level of ongoing involvement in managing a portfolio, or perhaps aren’t interested in making investment decisions, then discretionary investment management may be right for you.
Discretionary investment management is an approach to investing whereby you delegate day-to-day decision making to an investment manager. As your investment manager, we will make decisions on your behalf, applying our experience and expertise, while ensuring the primary focus remains on the objectives and parameters clearly articulated by you.
Make your own investment decisions while drawing on specialist expertise and resources
If you desire some form of control or influence over the management of your investment portfolio, you may want to opt for an advisory service.
Investment advisory refers to an approach whereby you make ongoing investment decisions based on advice from your investment counsellor. We will help you build your strategy while providing expertise and advice encompassing portfolio construction, asset allocation and re-investment suggestions, as well as a wide range of detailed research from across RBC’s global network. This includes access to in-house product specialists spanning the major asset classes, ranging from equities and fixed income to foreign exchange-linked and other structured products.
Enjoy the best of both worlds
As a client, you can always opt for a combination of discretionary and advisory investment management. For example, you may wish to be involved in
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.