RBC Investments
image RBC.com | Search | Site Map | Contact Us | Legal Terms | Français  
image Our location | Ask Us a question  
Sign In
DS Online
Online Banking
 
Homepage

Commentary
Products & Services
Our Team
Market Updates
Business Planning
Charitable Giving
Tax Reporting Guide
DS Online
eStatements

Important Notices
Grey Spacer
» Tax Free Savings Accounts
» GIC Rates
 
Contact Information
BRIAN MONTGOMERY
(613) 566-3515
JENNIFER SHONE
(613) 566-3517
KIMBERLEY LANCE-RIVET
(613) 566-3566
TOLL-FREE
(800) 782-9040
FAX
(613) 566-7600
 
Email
brian.montgomery@rbc.com
jennifer.shone@rbc.com
kim.rivet@rbc.com
Branch
World Exchange Plaza
 
Montgomery Asset Management
Professional Investment Advisory Services and Discretionary Portfolio Management

Guided Portfolios


Enjoy a highly disciplined approach to equity investing with RBC Dominion Securities Guided Portfolios. With Guided Portfolios, you follow the proven RBC investment strategy process that guides your decisions to buy or sell individual equities.

Key Features and Benefits of Guided Portfolios

  • Invest in our top-ranked stocks from various sectors of the economy
  • Benefit from sector weightings based on our most current investment outlook
  • Remove the guesswork and emotion from buying and selling individual equities

Designed to Fit Your Needs and Style

There are five Guided Portfolio styles designed to meet your needs:

  • U.S. Guided Portfolios, consisting exclusively of top-ranked U.S. equities
  • Canadian Guided Portfolios, consisting exclusively of top-ranked Canadian equities
  • North American Guided Portfolios
  • Global Guided Portfolios, combining Canadian, U.S. and international equities
  • Equity Income Guided Portfolio, consisting of high-yielding common equities, income trusts and Real Estate Investment Trusts (REITs)

Your Investment Advisor will work with you to determine the Guided Portfolios best suited for you.

A Guided Portfolio could be ideal if you:

  • Want to follow a highly disciplined investment approach with proven results
  • Want guidance with all your investment decisions, while retaining final decision-making authority

Take the next step…contact us today.



 rbcds.com is operated by RBC Dominion Securities.