Bordeleau groupe-conseil
July 20, 2026
Step 1: First, we listen to you
Before we look at your current portfolio, we ask questions and carefully listen as you explain your investment objectives, your financial goals, and the specifics of your unique, individual situation. Then, and only then, will we ask to see your portfolio.
Step 2: Next, we create an investment plan
We know the best way to achieve success is through a disciplined approach to portfolio management. That’s why we recommend a customtailored investment plan for our clients – the “blueprint” for creating your personalized investment portfolio. It documents key factors such as your investment objectives, time horizons and risk profile. Based on these factors, we will recommend an appropriate asset allocation strategy with the right balance of growth, income and security.
Step 3: Then, we undertake a comprehensive analysis of your current holdings
Next, we analyze your holdings by blending your investment objectives with our knowledge of current market conditions and the resources available through RBC:
● Award-winning Canadian equity research from RBC Capital Markets1
● Veritas research exclusive to RBC Dominion Securities
● U.S. and global research from a variety of respected research services
● Timely market insights from the RBC Wealth Management Global Portfolio Advisory Group
Once we have completed our evaluation, we will offer you our best opinion on the quality and suitability of the investments you presently own, answering questions such as:
● What is our current outlook for your stocks, bonds and mutual funds?
● Is the mix between your fixed-income and your equity holdings appropriate for your investment goals?
● Is the risk level suitable for you?
● What adjustments should you make?
Step 4: We bring it all together
In the final step, we take the results of our analysis and compare it to the criteria you outlined at our first meeting. If your current portfolio is properly structured, we will tell you so. If we feel changes should be made, we will make specific recommendations. What you will end up with is a comprehensive evaluation that is strictly confidential. But most importantly, you will end up with the peace of mind of knowing that your current investment portfolio is properly structured or, if it isn’t, the confidence of knowing what changes you need to make. Should you allow us the privilege of helping you with the future management of your portfolio, we can offer you regular account updates, portfolio reviews, online account access and research reports on your holdings. In addition, we offer a range of wealth management services, including financial planning, Will and estate consultations and insurance solutions.
Whether you are looking to build on your retirement savings, secure a steady investment income or preserve your wealth, our second opinion service can help you determine if you’re on-track.
Why request a second opinion from RBC Dominion Securities?
Experience
When we review your investment portfolio, financial plan and wealth management strategies, we are able to draw on more than a century of proven experience. Since 1901, we have helped clients build and protect wealth through all types of market conditions using time-proven strategies. As Canada’s leading fullservice wealth management firm,2 we currently guide over $470 billion in assets for over 500,000 clients.3
Personalized advice
Our Investment Advisors are knowledgeable, accredited professionals backed by an international team of experts in areas like tax, estate and financial planning. Whether you are looking to build on your retirement savings, secure a steady investment income or preserve your wealth, we can help you evaluate your needs, assess your current strategies and recommend the changes you may need to make.
Investment insight
When you ask us to review your investments, you benefit from the insights of an accredited investment advisory team, as well as the RBC Investment Strategy Committee, RBC Wealth Management Global Portfolio Advisory Group and RBC Capital Markets Research Department. In addition, you benefit from research provided by independent research firm Veritas, exclusive to RBC Dominion Securities.
Understanding of all investment types
At RBC Dominion Securities, we are able to provide you with our perspective on the full range of investment choices available in Canada, the U.S. and globally. This includes GICs, T-Bills, government bonds, corporate bonds, preferred shares, REITs, royalty trusts, mutual funds, investment pools, common shares, flow-through shares, and dividend-paying stocks. In addition, we have experience with various account types, from regular non-registered accounts to taxadvantaged registered accounts such as TFSAs, FHSAs, RRSPs and RRIFs.
Wealth management expertise
Investing is just one key component of managing your overall wealth. You may also need assistance organizing your financial affairs, minimizing your taxes, protecting your family’s financial security, planning your retirement, or creating an enduring legacy. With the support of our Family Office Services team, comprised of legal, tax and financial specialists, we can help you assess your most complex wealth planning needs – and whether you are currently meeting them.
The result: a valuable evaluation from a third party – with no pressure.
Please contact us to schedule a complimentary, no-obligation second opinion.
Eric Bordeleau, CFA
Senior portfolio manager
Tél. : 450-656-5969
Isabelle Bossé, FSCI, GPC
Associate wealth advisor
Tél. : 450-656-5608
Catherine Trang Bui
Associate
Tél. : 450-656-0197
Frédérike Bordeleau
Administrative assistant
Tél. : 450-923-6152
1 Source: www.rbccm.com/en/about-us/awards.page
2 Based on total assets. Source: Retail Brokerage and Distribution Report – Canada, Summer 2023, Investor Economics.
3 Financial information as of July 31, 2023
Insurance products are offered through RBC Wealth Management Financial Services Inc. (“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.* RBC WMFS is licensed as a financial services firm in the province of Quebec. RBC Dominion Securities Inc., RBC WMFS and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. and RBC WMFS are member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © 2023 RBC Dominion Securities Inc. All rights reserved. 23_90083_051 (11/2023)