Investment management

You may be investing to build wealth for future goals like retirement, generating a satisfying income for your lifestyle or protecting wealth for future generations. At the same time, you’re busy with your family, career or business—and living life to the fullest.

At RBC Wealth Management, we take the time to understand you, your ambitions and how we can best work together. With your advisor guiding you, we help ensure your investment strategy suits your circumstances and needs for now and in the future, so you have the freedom to focus on what matters to you.

Our investment management practice is based on a proven, highly disciplined and personalized approach that reflects your goals, risk tolerance, time horizon and how involved you’d like to be.

Personal investment portfolio management

If your investments require a higher level of professional attention, RBC Wealth Management can help. With an understanding of your situation and reasons for investing, we create your personalized investment strategy, including portfolio construction, while providing you with expertise and advice.

We’ll manage your investments and make adjustments, from ongoing rebalancing to regular reviews, to address your evolving needs, changing market conditions and the latest insights from RBC’s global investment strategists.

You decide how you want to work with us. You may prefer:

• A hands-off approach where you provide input on overall direction but delegate day-to-day decision making to your advisor
• An approach with more control where you make ongoing investment decisions based on advice from your advisor

Whatever your preferences, we will tailor our services to meet your unique needs.

Investment management for business owners

When you’re managing day-to-day business priorities, it can be challenging to also find time to manage your investment needs.

Depending on your situation, you may need to:

• Optimize your business cash flow by investing in liquid or short-term investments
• Maximize returns on excess cash by investing in longer-term investments
• Withdraw surplus cash to invest outside your business in a tax-efficient way

At RBC Wealth Management, we can take care of the details for you with an investment solution that lets you focus on the success of your business. As our client, you have access to a full range of convenient investment solutions and asset management.

Our experience working with business owners and entrepreneurs means we can help ensure your business and personal investment assets are working together towards your goals.

Every step of the way, we’ll keep you well informed on your progress and provide a detailed reporting package to meet your accounting requirements.

Benefit from award-winning research and strategy

Your advisor—who helps you realize your goals for growth, income and capital preservation—is backed by several global teams that help identify investment opportunities in today’s ever-changing markets.

• Portfolio Advisory Group offers timely, integrated analysis of companies, sectors, markets and economies, helping your advisor build and manage your portfolio.
• Global Manager Research conducts in-depth analysis and ongoing review of world-class money managers you may access within a customized portfolio.
• RBC Capital Markets Research provides insights on individual companies, industry sectors and global markets.
• RBC Global Asset Management offers an award-winning family of mutual funds providing value, choice and transparency to Canadian investors.