You benefit from the stability and global reach of RBC^®—Canada’s largest financial institution—and the personalized service and expertise of Phillips, Hager & North, one of Canada's most respected investment management firms.

• Highly personalized service
• A collaborative team approach
• Fully customized solutions
• Proven investment management
• Proactive risk management
• Unparalleled investment options
• Competitive and transparent fee structure

Highly Personalized Service

As a client, your primary point of contact will be a dedicated Investment Counsellor, an accredited professional who will work to develop a relationship with you based on trust, discretion and proactive communication. In order to gain an in-depth understanding of your complete financial situation, family circumstances and aspirations, your Investment Counsellor will service a very limited number of clients.

A Collaborative Team Approach

Your Investment Counsellor will draw on the expertise of an array of specialized resources, including investment managers, trust and custody professionals, tax specialists, risk advisors and the RBC Investment Strategy Committee. Also supporting your Investment Counsellor is a team of associates and assistants who can expedite your requests and provide immediate attention to your needs.

If you wish, your Investment Counsellor can also serve as a liaison between your other trusted advisors (for example, your lawyer or accountant) to meet your broader financial and business needs.

Fully Customized Solutions

We follow a disciplined and interactive discovery process to uncover your unique needs. From there, every service and solution we provide is completely tailored to your individual needs and circumstances.

Your customized solution will encompass a focused investment strategy, risk mitigation, tax minimization, estate planning, succession and retirement planning, private banking and more. Your plan will also reflect your personal investment beliefs and preferences such as socially responsible investing and charitable giving.

Proven Investment Management

Our professional money managers range from long-tenured portfolio managers to up-and-coming talent.

We also work with select external sub-advisors to give you access to specialized investment styles and approaches. To ensure that these external managers are the “best of the best,” they are subject to a rigorous review and are monitored continuously.

Proactive Risk Management

RBC Phillips, Hager & North Investment Counsel provides an extra layer of risk management that can be particularly comforting in times of market volatility.

Our risk management group will work closely with your Investment Counsellor to continuously monitor your portfolio and ensure that it remains in alignment with your investment strategy.

Unparalleled Investment Options

At RBC Phillips, Hager & North Investment Counsel, you have access to everything you need to meet your goals and objectives, including Canadian and global fixed income products; Canadian, U.S. and international equities; alternative investments; socially responsible investment choices and more.

Competitive and Transparent Fee Structure

We believe in demonstrating the value of our professional management services. All fees that you pay are clearly identified, predictable and completely transparent.