Private Client Services
Wealth Management and Advisory
Whether you are looking for discretionary management of your investment portfolio or prefer to receive professional investment guidance while taking an active part in investment decision-making, our team of Portfolio Managers and Investment Advisors across Canada will make sure your individual needs are met.
Portfolio Management
If you want professional management without being involved in day-to-day decisions, this may be the right fit for you.
- Portfolio Manager makes investment decisions on your behalf.
- Full discretion to buy, sell, and rebalance.
- Full discretion to buy, sell, and rebalance.
Investment Advisory
If you want guidance but prefer to approve each investment decision, this option may work best for you.
- Advisor recommends; you make the final call.
- No discretionary trading authority.
- Emphasis on suitability, planning, and relationship management.
Regardless of which path you take, all our investment professionals meticulously monitor the ups and downs of the markets to help you capitalize on shifts and opportunities. We may not always be able to predict what will happen, but we will always help you adapt, react, and respond.
As our client, besides one-on-one regular communication channel with your advisor, you will also have access to the private Client Login portal where you can monitor activity and holdings of all your Research Capital investment accounts, view your trading confirmations and monthly statements, obtain your tax documents, and receive useful reminders and tips about investment products, contribution limits, and important deadlines.
Charitable Giving
Charitable giving may be an important part of your financial legacy. Don't let administrative costs and red tape erode the value of the financial gifts you wish to leave behind. We can assist you in alleviating some of the burdens associated with estate legacy giving and facilitate the process.
OUR PRODUCTS
WEALTH PLANNING
Depending on your needs, RCC can assist you in preparing for retirement, guide you through the process of estate and insurance planning, find ways to minimize your liabilities and mitigate your risks while maximizing your after-tax wealth through smart investment strategies.
Through our affiliate, Research Capital Financial Services Inc., we have access to sophisticated wealth planning tools that assist with the wealth planning process and the preparation of comprehensive wealth plans.
FIXED INCOME PRODUCTS
Our fixed income trading team is highly skilled in bringing this complex segment of the market to both seasoned and conventional investors with specialized investment needs. We offer government, provincial, and corporate bonds as well as coupons, annuities, baskets of fixed-income securities, and structured products. Our team of experts provides market, technical and statistical research to satisfy the needs of our clients and our advisors.
INSURANCE PRODUCTS
As part of an estate plan, insurance products can be used to help minimize estate tax liability, protect what matters to you, and help diversify your portfolio. Having a solid insurance strategy in place will not only provide you with confidence but a sense of security knowing you have taken care of the "what ifs". RCC has access to a broad array of insurance products which may be appropriate for your investment and estate needs.
