Full Service Brokerage

For investors who want to be involved in their own portfolios, and who value world-class service and professional advice.

Is Full Service Brokerage (International Investment Advisory) right for you?

Just answer these questions to learn whether our Full Service Brokerage (International Investment Advisory) service might be right for you:

• Would you like to feel more confident with your decisions and at peace with your investment portfolio?
• Do you appreciate the value of a premium level of service and advice from highly trained professionals?
• Are you interested in establishing a partnership with the right investment advisor?
• Do you want to have access to a full range of leading financial products and services?
• Do you have US$250,000 or more in investable assets?

If so, please read on for some of the benefits you'll enjoy with Canada's leading full service investment dealer working at your side*.

First, you'll have the full attention of a dedicated professional investment advisor. Someone who will devote the time and energy to understanding your goals and your needs. Someone you'll be able to rely on for outstanding service and well-informed, insightful advice.

Your advisor will have the global resources and support of one of the world's largest financial institutions. Through your advisor, you'll have a world of investment choices and access to virtually any market around the globe.

Our goal is to be the premier provider of solutions to our international clients' financial goals.

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Full Service Brokerage (International Investment Advisory) can give you an edge in making your portfolio grow . . .

• you'll be able to capitalize on our full range of investment opportunities through our integrated team of international specialists
• you'll have the benefit of our global network and our focus on international investment strategies
• your investment advisor is backed by leading international research partners to help you identify favourable opportunities

. . . and we make it easy for you to manage your finances

• you'll have the convenience of meeting and communicating with your advisor online
• with clear monthly statements and a comprehensive reporting package, you'll have all you need for informed decision-making and effective portfolio management
• you can also have a fee-based portfolio, in which your fee is based on a percentage of assets, so you and your advisor can focus on increasing your net worth rather than on individual transaction costs

If you've heard enough, to arrange for someone to contact you.

Or continue reading for more on how we can help you.

Do you have a professionally designed financial plan?

If you have a plan, we'll help to make it happen. If you don't have a plan (most investors don't) we'll help you create one using some of the most sophisticated financial planning tools available.

Then we'll individually-tailor investment recommendations specific to your personal circumstances. If necessary, we'll refer you to a choice of independent legal and tax advisors or we'll work with your existing advisors.

Our goal is to form a long-term partnership in which we help you create and maintain a life-long personalized investment strategy.

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How secure is your financial future?

• Will you be able to retire when you want to with the retirement lifestyle you've counted on?
• If you're already retired, are you sure you won't outlive your money?
• If you were to die unexpectedly, would your family be taken care of in the manner you desire?
• Are you sure your wealth will be effectively passed on to your heirs?

These are the kinds of concerns we can help you with by giving you access to our International Trust specialists. If you can't say yes to each of the above questions, you could probably use help.

Here's a simple 5-step plan of action

1. We meet however you like - in person, by phone or online.
2. We listen to you. We'll learn and understand your goals and look at all aspects of your financial situation.
3. We'll evaluate your risk tolerance, return objectives, liquidity needs, and your time horizon. Incorporating this into today's markets, we carefully consider your tolerance for short-term volatility.
4. We analyze your holdings and based on what we learn in steps 2 and 3 we deliver a blueprint of the plan that we think is right for you.
5. Once you are comfortable with the plan, we will assist you to implement it effectively.

If you'd like to enjoy the peace of mind of working with one of our wealth management teams, to arrange for someone to contact you.

* International investment advisors can provide our Full Service Brokerage (International Investment Advisory) from the following locations: Bahamas, Grand Cayman Islands, Hong Kong, London, Montevideo, Montreal, Toronto and Vancouver.

Your attention is drawn to the risk warnings relating to investment products that are displayed under "Product Specific Legal".

Full Service Brokerage (International Investment Advisory) Services are provided by a number of Royal Bank of Canada group companies in various jurisdictions. The regulatory regime, including any investor protection or compensation arrangements, may well be different from your home country. Depending on your citizenship and residency, International Investment Advisory Services may not be available to you or may only be available to you from certain Royal Bank of Canada Global Private Banking offices. For example, International Investment Advisory Services are not available to citizens or residents of the United States of America or residents of Canada.

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