Investments and research

Building wealth over time

When you’re ready to invest, your RBC Wealth Management financial advisor will help construct a portfolio based on your specific goals and circumstances. Your advisor will help you:

  • Identify an appropriate asset allocation strategy
  • Select suitable investments
  • Monitor your portfolio performance
  • Rebalance your portfolio when appropriate
  • Update your investment strategy as your life changes

You’ll select from a broad range of investment vehicles, including equities, exchange traded funds, fixed income securities, mutual funds, private managed accounts, as well as retirement and education savings accounts. Your financial advisor will provide recommendations and valuable insights that reflect forward-thinking market research and analysis prepared by experienced investment professionals.

Research and advice

Determining the best strategies and keeping you informed

At RBC Wealth Management, our experienced analysts conduct extensive and ongoing research to identify attractive investment opportunities and provide objective advice that helps to manage your portfolio through the inevitable ups and downs of financial markets.

RBC’s Global Portfolio Advisory Committee (GPAC) meets regularly to discuss key economic and market events and other factors affecting global financial markets and your portfolio. The committee is comprised of senior investment leaders based in different geographies around the world and seeks to leverage the vast resources and insights of RBC’s broader organization. GPAC produces timely and relevant thought leadership to help keep you and your financial advisor informed. In addition, our analysts regularly publish timely research reports and provide objective guidance on the broad range of investments available to you.

Important disclosure information about Royal Bank of Canada (RBC) and RBC Capital Markets, LLC.

1RBC Wealth Management received the highest score in the J.D.Power 2020 U.S. Full-Service Investor Satisfaction Study of customer satisfaction with full-service investment firms. Visit jdpower.com/awards.

Best Innovative Client Solution

Family Wealth Report Awards 2020

Highest in Investor Satisfaction with Full-Service Brokerage Firms1

J.D. Power 2020 U.S. Full-Service Investor Satisfaction Study

Best place to work for LGBT Equality

Human Rights Campaign’s Corporate Equality Index 2020

 

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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