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RBC Dominion Securities Inc.
Private Investment Management
Piazza Wealth Management of RBC Dominion Securities
2 | RBC Dominion Securities
As a client of Private Investment Management, you entrust us with a tremendous responsibility – one that we take very seriously, and are expertly equipped to handle with best-in-class oversight and industry-exceeding qualifications.
The freedom to live the life you wantTo help you delegate the management of your financial affairs with confidence, we are pleased to offer Private Investment Management. Our premium level of discretionary wealth management is ideally suited for:
● Busy entrepreneurs, professionals and executives
● Retired individuals who travel or would rather dedicate time to other interests and pursuits
● Individuals responsible for family investments
● Not-for-profit organizations, foundations and endowments
Achieve your goals with confidenceWith our model portfolios, you can be confident that your investments will be managed according to the highest standards. In consultation with you, your portfolio will be constructed with such factors as your growth requirements, income needs and risk tolerance in mind
We handle all the details on an ongoing basis, working within specific guidelines established in your Investment Policy Statement. In addition, an extensive team of RBC Dominion Securities professionals supports us with:
● Investment strategy and research ● Reviews of your account ● Management of risk
We are able to take advantage of investment opportunities quickly and efficiently because your approval is not required for every single transaction. A careful process involving robust investment management guidelines, checks and balances, and formal reviews ensures that your portfolio is managed to the highest standards of ethics and professionalism.
The Piazza Wealth Management of RBC Dominion Securities’ model portfolios provide a disciplined approach to managing your equity and income investments. They help your portfolio stay well-diversified with high-quality companies and structured to achieve long-term growth.
If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management.
RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under licence. © RBC Dominion Securities Inc. 2017. All rights reserved. 17_90345_DB6_002
RBC Dominion Securities | 3
Depending on your individual objectives and risk tolerance, we have created five unique portfolios to help satisfy your specific needs.
● Dividend and Growth Portfolio
● Monthly Income and Growth Portfolio
● Leaders & Disruptors Portfolio
● High Yield Portfolio
● Best Ideas Portfolio
The portfolio’s emphasis is on companies with a track record of strong cash flow generation, attractive dividend payments and/or leaders and disruptors in their respective industries. The combination of steady growth, innovation and high profitability are characteristics we prefer in the companies that we select.
Portfolio model summaries Our portfolios operate within rules and guidelines that bring discipline to the management of your investments. Here are some of the “guiding principles” of our portfolios:
Dividend and Growth Portfolio
The goal of this portfolio is to provide steady growth and a consistent dividend flow from various industries, in Canadian, U.S. and international companies.
● 36 large cap, blue chip companies and 4 ETFs, equally weighted (40% Canadian, 60% U.S./international)
● The companies must pay and grow their dividends on an annual basis, and raise their dividend at least once every three years, otherwise they are removed from the portfolio. If they cut their dividend they are removed from the portfolio the same day.
● Companies presently in the portfolio include: CN Rail, BCE, Costco, Visa, Nestle, Starbucks, McDonalds, etc.
Monthly Income and Growth Portfolio
Designed for protection in falling markets, growth potential in rising markets and steady income in every market. This portfolio is a prudent balance of investments, giving you the opportunity to:
● Preserve your wealth
● Grow your portfolio more steadily
● Earn consistent income from multiple sources (target yield 5%)
The portfolio will invest primarily in mutual funds, stocks and ETFs (target of 40% fixed income, 60% equities).
Leaders and Disruptors Portfolio
This portfolio is comprised of the companies that are leaders and/or
changing the way we live our lives.
● Considered the “gorillas in the room.”
● The portfolio has 20 companies, with a 5% weighting in each company.
● We hold these companies until a true competitor enters the industry that may become the new leader (e.g. Apple replacing Blackberry).
● Companies presently included in the portfolio: Amazon, Facebook, Netflix, Apple, Dollarama, Expedia, Tesla, etc.
Best Ideas Portfolio ● Tactically managed portfolio of our
top 20 investment ideas.
● Diversified portfolio with a mix of stocks, ETFs, hedge funds and mutual funds.
● Equally weighted (5% allocation in each).
High Yield Portfolio
Challenged with years of extremely low income, investors are now left vulnerable to rising rates and the subsequent impact on their portfolios. We created this innovative and diversified portfolio that seeks to obtain a healthy yield without taking on significant risk.
● Diversified portfolio with a mix of stocks, ETF’s and mutual funds.
Exclusive model portfolios
Piazza Wealth Management of RBC Dominion Securities
Bobby L. Piazza Vice-President & Associate Portfolio Manager 514-630-7841 [email protected]
Jenny Tsakalis Associate 514-630-5287 [email protected]
Jason Cotie Associate Advisor 514-630-5348 [email protected]
Karen Lipke Associate 514-630-3082 [email protected]
Matthew Michetti Assistant 514-630-5287 [email protected]
