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Private Client Division

About Research Capital Private Client

Research Capital is an independently owned firm. This independence allows our team of experienced and dedicated Investment Advisors and Portfolio Managers to do what they do best - provide objective unbiased advice. We don't manufacture our own investment products and have no incentive to favour one investment product over another. At Research Capital, our Investment Advisors and Portfolio Managers have the flexibility and freedom to recommend the strategies and investment products that are best for your unique situation.

We are a full service firm. Our Investment Advisors and Portfolio Managers have access to the full range of products and services - including equities listed on all major exchanges, government and corporate bonds, treasury bills, mutual funds and options. Research Capital offers a wide variety of account options so we can take care of all your investment needs through every stage of life.

Why An Investment Advisor?

With the rate at which financial markets and investment instruments have been evolving lately, few investors have the knowledge, experience or time to sort through them. That's why it's important to work with a licensed, experienced Investment Advisor who understands your financial situation and investment needs.

Two Relationship Styles to Reflect How You Want to Invest...

At Research Capital, we offer you the flexibility to choose the type of relationship you want to have with your Investment Advisor and how much involvement you wish to have in managing your wealth.

Advisory

For investors looking for personalized investment planning and advice, who want to be closely involved in the investment decision process with the benefit of personal advice from a professional advisor.

Managed Portfolio Accounts

For investors looking for a tailored investment strategy based on their individual needs, who want a highly qualified portfolio manager to make and execute the investment decisions for them and perform all of the day-to-day portfolio monitoring and management.

 

The information contained herein is considered accurate at the time of posting. Research Capital Corporation reserves the right to change any of it without prior notice. It is for general information purposes only.

Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.

Insurance services are available through Research Capital Financial Services Inc. Insurance services are not available to clients residing in Québec.

CIPF

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