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The RBC Dominion Securities Portfolio Evaluation Service

The RBC Dominion Securities Portfolio Evaluation Service is a complimentary, four-step process designed to determine if your portfolio matches your long-term investment objectives.

To request a complimentary portfolio evaluation, we ask that you answer the following questions. This will help us determine which one of our advisors is best qualified to answer your questions.

Required Information *
First Name *
Last Name *
E-Mail Address *
Province *
City *
Phone Number *
Household investable assets
$75,000-$150,000
$150,000-$300,000
more than $300,000
Are you currently a client of an RBC Investments member company?*
Yes No
If you are a client, how do you access our services? Please check all that apply.
RBC Direct Investing™ Financial Advisor / Financial Planner
Investment Advisor Investment Counsellor
If you work with an advisor, please enter their name below:


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