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Email
kelly.scrivens@rbc.com

Branch Management

KELLY SCRIVENS
Branch Manager

Orangeville

Policy Statements

An Investment Policy Statement is a governing document created after a detailed discussion with you.

It sets out guidelines for your investment portfolio, such as:

Asset Allocation Guidelines
Income or Liquidity Needs
Time Horizon
Tax Considerations
Reporting and Review standards

These guidelines are used to monitor the portfolio on an ongoing basis, establishing discipline.

This rigor can make the difference between successful and unsuccessful investing.

Contact an Investment Advisor for more information

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