Warren Fetigan, CFA
Senior Portfolio Manager
You have dreams. We have the expertise to help you make them a reality.
With over 20 years of experience managing equity and fixed income portfolios for institutional and high-net worth clients, Warren brings extensive investment management expertise to his position with RBC Dominion Securities Private Investment Management.
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
In leveraging the skills and expertise of RBC Dominion Securities, RBC Capital Markets and RBC Asset Management, Warren is able to design, implement and monitor our clients investment management needs on an ongoing basis. Through RBC Dominion Securities Private Investment Management he has access to a global team of highly credentialed investment professionals who have a keen insight into the importance of managing risk and consistently executing a disciplined investment strategy. His collaborative approach enables him to deliver the right solution to a select group of clients requiring premium discretionary portfolio management.
How we do it
As a Portfolio Manager and CFA Charterholder, Warrens guiding principles with respect to security selection ensures a discipline to the management of our clients equity and bond portfolios. First, client portfolios are diversified across industry sectors in a way that fits the global economic outlook. Second, there is a focus on high quality companies in each sector that have matched our objective guidelines and cleared our quantitative screening process. Finally, adherence to pre-established rules for making changes to client portfolios avoids the pitfalls associated with allowing trends to extrapolate too far in either direction. His mission is to ensure that each clients investment goals are achieved within a structured and consistent framework.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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.