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When selecting your investment firm, you are usually faced with a difficult decision. On the one hand, you
can choose the highly personalized attention normally only available from a small investment boutique.
On the other hand, you can choose the breadth of resources you can only get from a leading global
organization like RBC Financial Group.
As a client of RBC Private Counsel, you don’t have to compromise. You join a very select group of clients,
and enjoy a close working relationship with a personal Investment Counsellor who can harness an array of
resources on your behalf. This includes:
Investment managers
Our team of investment managers includes selected investment specialists from a variety of external
investment firms, as well as experts from within RBC Financial Group. They are responsible for fulfilling
specific investment mandates developed by RBC Private Counsel for each asset class, including cash, fixed
income, equities and alternative investments.
Custody team
One of our affiliates may provide custody of your assets and would be responsible for the safekeeping and
administration of your assets, including income collection, monitoring of corporate changes, settling trades, and providing periodic
investment and transaction reporting, as well as year-end tax statements.
Manager research & performance analytics team
This team continually monitors our external investment managers and builds investment mandates
appropriate for specific investor profiles. On an ongoing basis, it screens and introduces new investment
managers who can add value to your portfolio, and identifies those whose performance is lacking or
whose expertise is no longer needed.
Risk management group
A Portfolio Risk Advisor from this group works closely with your Investment Counsellor to ensure your
portfolio’s ongoing alignment with your investment strategy as well as RBC’s firm-wide methodologies
and risk policies.
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