Vijay Vyas, CFA
Portfolio Manager & Investment Advisor
You have dreams. We have the expertise to help you make them a reality.
As a Portfolio Manager & Investment Advisor with RBC Dominion Securities Global Limited, Vijay Vyas provides access to a comprehensive range of services to help you build and protect your wealth. As a graduate of Queen's University, Vijay obtained an Economics Degree. A firm believer in ongoing education, he has acquired the universally recognized designation of Chartered Financial Analyst.
Vijay uses his expert knowledge and 15 years of experience working on teams where he helped manage multiple billions in assets. He aids in developing comprehensive wealth management solutions for his clients, acting as a senior decision maker overseeing the asset allocation and individual investments. Vijay's breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.