Sovereign International: Personalized Service
Bringing You a Complete Investment Solution
Step One: Understand
We start by listening. You have unique needs - family, individual, educational, retirement and more. Or you may have responsibility for someone else’s pension or charitable assets, needing fiduciary investment management oversight. Your RBC Dominion Securities Investment Advisor works with you to clearly define where you want to go. Then we help develop a strategic investment plan to get you there.
Knowing the purpose of investing helps you establish an investment program designed to meet all your goals - short - and long-term - with as little risk as possible.
Step Two: Plan
With your investor profile as a guide, we at RBC Dominion Securities use sophisticated asset allocation software to develop a range of portfolio options and mixes designed to meet your goal. We'll explain the benefits of the different options so you clearly understand the differences. Then we'll refine the options to develop the portfolio mix that is appropriate for you.
Step Three: Implement Your Strategy
Once we've defined your investment strategy, we'll implement it through a Sovereign International Multi-Asset, Multi-Style, Multi-ManagerTM Portfolio, to make sure your investment is strategically diversified to reduce risk.
Step Four: Stay on Track
We continually review your investment objectives with you and will make changes to your asset allocation strategy that keep pace with changes in your life.
Russell 3D is a trademark of Frank Russell Company. Frank Russell is regulated by the Financial Services Authority in the United Kingdom.
RBC Dominion Securities Inc., Vancouver International Branch is regulated by the Investment Dealers Association of Canada (IDA).
The price and value of investments can fall as well as rise and investors may not get back the amount originally invested. The regulatory regime, including any investor protection or compensation schemes may well be different from your home jurisdiction.
Depending on your citizenship and/or residency, some or all of the products and services described in this website may not be available to you or may only be available to you from certain Royal Bank of Canada Global Private Banking offices.
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