RBC PH&N Investment Counsel > Why Choose Us?
RBC PH&N Investment Counsel brings together some of the most experienced and talented professionals in the industry to create a remarkable team capable of handling all of your wealth management needs.
Our commitment to investment counselling spans half a century and, today, we are one of Canada's leading investment-counselling firms. Our team of over 80 highly qualified investment professionals, located in 18 offices across Canada, enjoys a reputation for integrity, investment insight and highly personalized client service.
As part of RBC, we bring an array of resources to the table to complement our core investment management services, including private and commercial banking, tax planning, insurance, estate & trust planning, cross-boarder banking and investing, business succession planning, and more.
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.
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.
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.
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.
RBC PH&N 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.
At RBC PH&N 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.
We believe in demonstrating the value of our professional management services. All fees that you pay are clearly identified, predictable and completely transparent.
Begin your relationship with us today by contacting one of our Investment Counsellors or a Senior Executive.
Create a strong and sustainable legacy for yourself and your family. Talk to one of our Investment Counsellors or a Senior Executive today.
Our discretionary wealth management service is designed to free you from the day-to-day decisions required to manage substantial assets.
We take care of everything—leaving you free to focus on personal, family and business priorities.