A Personal Touch—From Discovery to Ongoing Management

A meticulous process for your peace of mind

Discovery — Leaving no stone unturned

Through our industry-leading client discovery process, we develop a deep understanding of your financial goals and personal values in order to identify your investment, retirement, tax and estate planning needs, and uncover unique opportunities to build and protect your wealth.

Strategy — Preparing a solid foundation

We create a customized strategy to meet your objectives, drawing on the rich expertise, product selection and resources available at RBC PH&N Investment Counsel, anchored by the wisdom of the RBC Investment Strategy Committee and the award-winning RBC Global Asset Management. Our strategy for your family is outlined in your Investment Policy Statement, along with our competitive fee for service.

Implementation — Putting all the pieces in place

Our multi-manager, multi-asset-class approach provides high-net-worth clients with a complete range of investment vehicles and styles to ensure the appropriate diversification of investments. Our dedicated Portfolio Implementation Team works with your Investment Counsellor to put your objectives and goals into action, selecting top-tier investment managers for your portfolio’s key markets and regions.

Ongoing Management — Creating long-term value

Your portfolio receives ongoing monitoring and rebalancing to accommodate changing market conditions and the changing needs of your family.

Communication — Beyond a reporting relationship

Communication is an integral part of our approach. You receive quarterly portfolio reviews, including performance, transactions and manager commentary, in addition to your annual tax reporting package. Beyond reporting, your Investment Counsellor is always available to provide advice, answer questions or discuss your account.