Portfolio Advisory Group

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Presentation transcript:

Portfolio Advisory Group Geoffrey J. Belisle Vice President, Investment & Wealth Advisor RBC Wealth Management | RBC Dominion Securities Inc.

Welcome. This document provides an overview of the industry-leading Advisor support I utilize each and every day here at RBC Dominion Securities. Our time-tested approach to Equity and Fixed Income product selection is a key component of the ongoing Wealth Management advice I provide for my valued clients, to preserve and growth their wealth at all stages of their lives. Geoffrey RBC Dominion Securities Inc. | Portfolio Advisory Group

Portfolio Advisory Group Equity and fixed-income portfolio advice RBC Dominion Securities has its own in-house team of investment specialists to support Investment Advisors and their clients with the management of equity and fixed-income portfolios Our Portfolio Advisory Group is comprised of nine Equity Portfolio Advisors and three Fixed Income Portfolio Advisors with backgrounds in: Corporate and investment banking Credit analysis with major ratings agencies Private industry Institutional equity and bond sales Institutional equity research Portfolio Advisors provide Investment Advisors with objective and informed advice, and are directly accountable to the firm’s Investment Advisors, independent of RBC Capital Markets RBC Dominion Securities Inc. | Portfolio Advisory Group

Equity Portfolio Advisory Group The Equity Portfolio Advisory Group is comprised of specialized teams covering Canadian equities, U.S. equities, ETFs and CEFs, structured products and the firm’s guided portfolio processes, with additional competencies in technical analysis and options strategies Equity Portfolio Advisors provide RBC Dominion Securities Investment Advisors with an overview of a company’s prospects, the opinions of the various research providers, and their own additional insight and ideas regarding a company and how it may fit into your portfolio RBC Dominion Securities Inc. | Portfolio Advisory Group

Equity Portfolio Advisory Group They help RBC Dominion Securities Investment Advisors by providing: Macro market and economic viewpoints The proper context and understanding of market moving events Recommendations on asset and sector allocation Unbiased views on equities Client-friendly written communications on a daily, weekly and monthly basis Assistance with portfolio reviews and proposals Risk-reduction strategies Collectively, the group has more than five decades of experience covering the Canadian and U.S. markets with most members either already Certified Financial Analysts (CFA) or pursuing the designation RBC Dominion Securities Inc. | Portfolio Advisory Group

Equity Research Resources The Equity Portfolio Advisory Group evaluates a wide range of investment research, including RBC Capital Markets research, which covers over 300 Canadian equities and over 1,000 U.S. equities In addition, the group offers research from JP Morgan, S&P, ValueLine and Veritas Exclusive to RBC Dominion Securities, Veritas is a unique offering in Canada, providing opinions on a wide range of Canadian equities and income trusts – from the perspective of an independent firm with no investment banking or trading business The group also works closely with RBC Global Asset Management, one of Canada’s largest asset management firms with over $350 billion under management,* to develop recommendations on portfolio structure, including asset mix, sector allocation, and insight on individual companies * As of March 2016. Please speak to us for the latest figures. RBC Dominion Securities Inc. | Portfolio Advisory Group

Fixed Income Advisory Group Fixed-Income Portfolio Advisors provide insight and ideas on fixed-income portfolio management including: Interest rate strategy Credit analysis Specific security selection and evaluation Preferred share coverage Asset allocation and portfolio construction Portfolio reviews and development of portfolio proposals Coverage includes a wide range of securities including: Government and corporate bonds International bonds in currencies including US$, EUR, GBP, A$, NZ$ and others Structured notes and floating rate notes Inflation-protected securities Money market securities RBC Dominion Securities Inc. | Portfolio Advisory Group

Contact information Geoffrey J. Belisle Vice President, Investment & Wealth Advisor Phone: 705.444.5235 Email: geoffrey.belisle@rbc.com Kathleen Kennedy Associate Phone: 705.444.7354 Email: kathleen.kennedy@rbc.com Janine Wait Associate Phone: 705.444.5706 Email: janine.wait@rbc.com RBC Dominion Securities 1 First Street Suite 230 Collingwood, ON L9Y1A1 Toll-free: 1.800.461.9180 Website: www.geoffreybelisle.com RBC Dominion Securities Inc. | Portfolio Advisory Group