The Client Experience

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.

Partner With Us

Create a strong and sustainable legacy for yourself and your family. Talk to one of our Investment Counsellors or a Senior Executive today.

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

  • 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.