Fiduciary services:

  • Foundations, institutions and other entities will find our consultative process invaluable in facilitating the process from investment policy statement formulation to investment implementation.
  • The process is founded on objective recommendations, well-researched information and anticipation of fiduciary duties.

Additional resources:

  • As a sizeable financial organization, we have immediate access to home-office experts in a variety of fields, allowing us to serve our clients quickly and accurately.
  • With RBC as our parent company, we are backed by outstanding credit ratings and prudent management.*