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

2. 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

3. 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

4. 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

5. 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

6. Equity Research Resources
The Equity Portfolio Advisory Group evaluates a wide range of investment research, including RBC Capital Markets research, which covers over 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 Please speak to us for the latest figures.
RBC Dominion Securities Inc. | Portfolio Advisory Group

7. 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

8. Contact information
Geoffrey J. Belisle
Vice President, Investment & Wealth Advisor
Phone:
Kathleen Kennedy
Associate
Phone:
Janine Wait
Associate
Phone:
RBC Dominion Securities
1 First Street
Suite 230
Collingwood, ON L9Y1A1
Toll-free:
Website:
RBC Dominion Securities Inc. | Portfolio Advisory Group