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As a client of RBC Private Counsel, you enjoy a
close working relationship with an experienced
professional entrusted with the management of
your investments – your Investment Counsellor.
Your Investment Counsellor will design your
personal investment strategy based on your
individual requirements, while following our
established investment process. Guided by the
parameters set out in your personal investment
strategy, your Investment Counsellor will actively
monitor and manage your investments for you.
An accredited expert in the field of investment
management, your Investment Counsellor
typically holds multiple professional designations,
including the Chartered Financial Analyst
designation, which is widely recognized as the
global standard for investment excellence.
Your Investment Counsellor is supported by a
team that includes a dedicated Private Client
Administrator responsible for the timely and
effective administration of your account and, in
some cases, an Associate Investment Counsellor
to assist with your investment strategy.
Your investment counselling team will also work
together with your other professional advisors,
such as lawyers and accountants, to ensure
efficient co-ordination. In addition, your team is
able to introduce you to other specialists within
RBC Financial Group, such as Private Bankers and
Trust Officers, who can help address your various
wealth management needs.
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