The Russell Group of RBC Dominion Securities
Providing portfolio management expertise for select families, foundations, executives, business owners, and sports and entertainment professionals.
Making sense of today’s ever-changing financial markets isn’t easy.
Having the right perspective on where the markets are going – and how that affects your portfolio – is essential to succeed as an investor. Our portfolios are crafted specifically to focus on you, your family, and your life and financial goals.
Over 100 years of combined industry experience
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
We help you build, manage and protect your wealth
At the Russell Group of RBC Dominion Securities, we can work with you in one of three ways. Below is a broad overview of the three options:
What we do
We design custom portfolios tailored to your circumstances, time horizon, and risk tolerance, ensuring diversification and goal alignment. Recognizing no single solution fits all, we address life events—marriage, inheritance, business sales, health challenges, or tax/corporate needs—to structure investments that sync with your evolving priorities. Our approach integrates your financial, tax, and life strategies for holistic, personalized wealth management.
Private Investment Management (PIM) program
This is a completely discretionary portfolio management option, beginning with a custom Investment Policy Statement (IPS) which outlines the framework for your portfolio. The IPS is our agreement to build and maintain your portfolio within those agreed upon terms, entrusting our team with the specifics of portfolio construction and execution of trades. There is a second layer of oversight by RBC head office to ensure that your portfolio is always in line with your IPS guidelines. PIM frees you from decision making as you do not need to be bothered with daily transactions and can happily live a busy life without interruption.
Advisor account
This non-discretionary portfolio operates as a true partnership, empowering you to engage in day-to-day investment decisions. While we provide expert advice on securities, you retain final approval over every transaction—a structure ideal for hands-on investors or those seeking to deepen their knowledge. Both our Advisor and PIM Programs emphasize concentrated portfolios (typically fewer than 20 high-conviction stocks), meticulously tailored to your specific financial goals and risk profile. This collaborative model ensures your portfolio directly reflects your objectives while integrating our strategic insights and rigorous research, creating a unified approach to wealth management.
A+ program
This is a different discretionary managed program where we help you to construct a portfolio by choosing mandates from a wide network of outside money managers. Managers are chosen for this program based on long track records and monitored by RBC to ensure they continue to stay within their management style. These managers can be used both for a stand-alone one-mandate portfolio to get a specific asset class or strategy, or for a basket approach using a variety of managers and mandates.
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Insights
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