Investment Philosophy

It is our belief that the key to successful investing lies in the seven principles outlined in what we call The Carson Creed. It is our experience that we are able to maximize the chance of reaching our clients investment goals if we adhere to these guidelines. They comprise the foundation of my investment philosophy.

A successful investment strategy involves taking a number of key steps, including planning, discipline, and ongoing maintenance. It starts with defining your short term needs, long term goals, your ability to tolerate risk in your portfolio and then creating an asset mix that is consistent with your personal circumstances. RBC DS provides access to a broad array of investments, including equity and fixed income strategies across developed and emerging markets, as well as alternative investments. We are proud of the track record our portfolio solutions have sustained and would welcome the opportunity to discuss how we might be able to achieve your family's unique investment goals. 

Investment Process

Successful investing does not depend on beating the market. The simple and more productive task is to design a long term-term program that has a reasonable probability of achieving financial security.

Utilization of a time proven investment process helps sustain adequate outcomes through economic cycles. Stock selection focuses on a few key metrics; namely free cash, earnings growth and relative valuation. We continually seek to hold positions in companies that are both well managed and well positioned that in addition generate material free cash flow. Bottom up stock selection dominates the investment process. In a low yield, low inflation & low growth world; fixed income investing remains challenging. An open mind and the willingness to be innovative is a requirement if there is to be any hope of achieving a successful outcome. The final product is a diversified global portfolio solution that affords exposures to many regions throughout the world.