Y O U R T R U S T E D P A R T N E R PAGE 3
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MANAGING CUSTOM
PORTFOLIOS
for high-net-worth individuals,
families and institutions
ASSETS UNDER
MANAGEMENT
as of October 31, 2022
OF OUR
PORTFOLIO MANAGERS
and Investment Consultants hold
the Chartered Financial Analyst
®
designation.
1
35
+
years
$54.2
BILLION
80
%
Our strengths work for you
Our team and financial solutions are anchored around delivering customized experiences, as
part of the Royal Bank of Canada and City National Bank organizations.
T R U S T E D
Thousands of independent advisors offer
our customized wealth management
solutions to high-net-worth clients.
C O L L A B O R A T I V E
Your portfolio team works along side your
advisor to have active, ongoing dialog
with you so your wealth is proactively
managed according to your plan.
E X P E R I E N C E D
Our Portfolio Managers and Investment
Consultants are highly trained and
deeply knowledgeable so you can be
confident in the quality of our advice.
T R A N S P A R E N T
IIndividual securities allow increased
precision in managing to your risk,
tax and spending targets.
1
As of January 2022, CFA
®
and Chartered Financial Analyst
®
are registered trademarks owned by CFA Institute
The single most valuable
element our clients give us
positive feedback on is the
intelligence of our people.
