Discretionary Portfolio Management through a Personal Portfolio Manager
Private Investment Management is a unique discretionary managed account where you delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager.
With Private Investment Management, you get a completely customized portfolio designed by your Portfolio Manager. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, your Portfolio Manager is able to take advantage of investment opportunities quickly and efficiently. He or she must also work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.
The Highest Credentials at Your Service
Only a select group of our Investment Advisors can offer you portfolio management services through Private Investment Management.
Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration.
Direct Access to Your Portfolio Manager
Unlike most money management programs where you never meet your Portfolio Manager, Private Investment Management offers you the unique opportunity to sit down with your Portfolio Manager and discuss your needs one-on-one.
Because you have a personal relationship with your Portfolio Manager, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.
Private Investment Management could be ideal if you:
- Desire superior, personalized service and direct access to a professional Portfolio Manager
- Want freedom from making daily investment decisions
- Seek a disciplined approach to professional wealth 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)
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
Estate and Wealth Protection
Solutions and strategies for protecting your assets, transferring your wealth and settling an estate.
Helping you build and effectively manage your wealth and investments is just one of the ways RBC Dominion Securities can help meet your needs. Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary.
Explore how we can meet your estate planning needs:
- Asset Protection
- Protect the value of your estate through living benefits insurance, segregated funds and insured annuities.
- Wealth Transfer
- Maximize the wealth you pass on using tax-effective insurance strategies and charitable giving solutions.
- Estate Settlement
Learn how we can help ease the burden if you've been appointed as an estate executor.
Our estate planning solutions could be ideal if you:
- Want a way to grow your assets while guaranteeing a payout for your beneficiaries
- Are concerned about protecting your estate's assets and your income in the event of a disability, critical illness or long-term care situation
- Need a tax-effective way to transfer your wealth to your beneficiaries
- Need a way to meet the tax obligations of your estate and other estate settlement costs without liquidating or eroding your estate's assets
- Want to make a one-time or ongoing gift to a charity or not-for-profit organization
- Have been appointed as executor for an estate and need assistance with some or all of your duties
