We Consider Client Service Excellence to Be the Standard
When you choose to work with RBC PH&N Investment Counsel, you will experience the intimacy associated with an investment boutique, supported by the investment expertise, stability and global reach of RBC – Canada’s largest financial institution.
The hallmarks of the client experience we tailor for you include:
Your Exclusive Service
- Personal Attention from your dedicated Investment Counsellor who provides a superior combination of sophisticated investment management and exceptional client service.
- Close Relationship with your Investment Counsellor, who can also liaise with your existing professional advisors and draw on our in-house trust, tax, estate and corporate expertise to deliver you a seamless wealth management experience.
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Your Customized Strategy
- In-Depth Discovery Process that elicits a comprehensive understanding of your financial circumstances to deliver sophisticated, thoughtful and creative solutions.
- Proven Investment Approach based on understanding your risk appetite and delivering long-term consistent value through both asset allocation and multi-manager diversification.
- Proactive Risk Management process that continuously monitors your portfolio and ensures that it remains in alignment with your investment strategy.
Your Access to Our Collective Expertise and Superior Resources
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We understand that you have unique needs. By bringing together a strong team of financial experts, we can create a single, overall plan to address all your financial needs.
- Comprehensive Wealth Management Products and Services including private banking, estate planning and trust services with our affiliate partners.
- Dedicated RBC Wealth Management Specialists to assist with your unique wealth planning needs.
- Innovative Tools and Comprehensive Reporting including:
- Custody Account Statements showing book and market value of your securities and transactions during the period.
- Quarterly Portfolio Review Statements provides consolidated summary of your portfolio, including value, asset mix and returns, individual holdings, transaction details and market commentaries.