The Bizzarro Group of RBC Dominion Securities
Achieve financial freedom with professional wealth management
Whatever your goals, we take the time to understand what you want to accomplish with your wealth.
Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish. And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more.
We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention. Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.
The Bizzarro Group is based on the principle that it's the process, not the picks that determine investment success.
With the Bizzarro Group, you remove the blind luck and guess work from investing. Instead, you follow a proven, disciplined process with specific criteria for all investment decisions.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
The Approach
A Proven Manager
The Bizzarro Group gives you access to the experience and resources of RBC Asset Management Inc., one of Canada's foremost investment managers. Clients worldwide have entrusted RBC Asset Management with more than $300 billion in assets under management. With the Bizzarro Group, you can be confident that an experienced, highly regarded firm is managing your investments.
Unique Advantages
Rather than buying units in an investment pool or mutual fund, you actually own the individual securities in your portfolio. This approach—called segregated discretionary management—provides you with much greater flexibility and several important tax advantages.
The Principles
Adhere to a disciplined approach
In our experience, a disciplined approach is the best way to mitigate the risks of investing, while taking advantage of the opportunities. Our portfolios follow an established, proven discipline for both buying and selling securities.
Always own high-quality companies
Our portfolios only owns securities that we believe are the highest quality based on our in-depth research and evaluation.
Maintain the right balance of sectors
To optimize performance, we adjust the balance of sectors in our portfolios based on the most up-to-date outlook for the economy and the market.
The Benefits
With the Bizzarro Group, you directly own the stocks in your portfolio, which provides significant benefits from a tax perspective.
- No embedded capital gains
- Control over taxable events
- Convenience and flexibility
- Keeping you informed on your progress
The Process
Fundamental analysis
Research on individual companies is considered from many sources, including RBC Capital Markets and several other leading North American firms. This research is complemented by the independent views of the many portfolio managers and research analysts at RBC Asset Management.
Technical analysis
Stocks are rated according to historical price trends—both absolute and relative to stock market indexes—over a variety of time periods.
Quantitative analysis
Stocks are ranked based on quantitative data such as past financial performance, earnings growth, revenue growth, earnings-estimate revisions and debt levels.
The Parameters
Is the Bizzarro Group appropriate for you? If you answer, "yes" to all or most of these questions, you should consider including the Bizzarro Group as part of your overall investment strategy.
Are you comfortable delegating day-to-day investment decisions to qualified money managers?
Do you need more time to pursue interests other than managing your wealth?
Do you feel that your investments require professional attention?
Are taxes a significant concern in the management of your wealth?
Are you looking for above average returns over the long term?
Are you interested in a proven approach for managing households of $500,000 or more?
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.