Fixed Income:

Fixed income instruments are an important component of any balanced portfolio. To most they represent a conservative investment vehicle. However, investors purchase bonds for a variety of reasons, including regular income and the potential for capital gains.

At the William Vastis Wealth Management Group, we offer clients:

• The widest selection of inventories of fixed income instruments
  • RBC Investments maintains pricing on over 10,000 individual positions spread over 20 types of fixed income instruments from Treasury Bills and Bankers Acceptances, to Canada bonds and strip coupons, to foreign currency debt issued by Canadian and foreign entities.
• Competitive pricing on fixed income instruments
  • As Canada's leading fixed income dealer, RBC Investments and the William Vastis Wealth Management Group offers competitive pricing on all of its fixed income products.  A full range of pricing options is available including RBC Investments fee-based Advisor Account.
• Access to a wide range of top quality research
  • A wide range of high quality research publications from RBC CM Economics, RBC CM Fixed Income Analytics, RBC CM Fixed Income Credit Research as well as research from third parties such as Lehman Brothers and CSFB support the portfolio process.  In addition, The William Vastis Wealth Management Group is supported by a dedicated fixed income support staff equipped with advanced portfolio management systems capable of analyzing future outcomes for specific portfolios for a multitude of fixed income strategies.
• Relationship and communication
  • At the William Vastis Wealth Management Group, we offer a partnership in managing your assets, which is characterized by a one-on-one relationship and an intimate understanding of your investment objectives.  Frequent communication ensures that developments affecting your circumstances and investment objectives are incorporated into you portfolio on a timely basis.  To better understand our client relationship and communication policies, please see The Trusted Wealth Planning Approach and The Personal CFO Service.
• Portfolio Benchmarks
  • Available to our clients, the RBC CM Canadian Bond Market Index provides a detailed breakdown of the Canadian bond market's characteristics and returns and provides a key element in benchmarking portfolio risk/return characteristics.  The index is divided into seceral sub-indices including a money market index (Treasury Bills, less than one year to maturity) and a short index (1-5 years) which can be further broken down into sectors such as Canada's provincials and corporate securities.

TOP

When a person or business decides that they are interested in using our fixed income services, they must realize that they are joining one of the leaders in the industry.  As a member of the Royal Bank Financial Group, clients to the group and RBC Investments have access to:

• Canada's Largest Bank
• 6th Largest Bank in North America (Among top 50 globally)
• Canada's leader by market share (RBC Capital Markets - Fixed Income)
• Access to prices on over 10,000 fixed income securities on a regular basis
• Top ranked underwriter for Canadian corporate and government issuers, holding a 28% share
• #1 rating with domestic clients for the past 5 years (IDA Statistics)
• #1 Ranking (Greenwich Survey)
• Leading Canadian money market dealer with an average of $60 billion traded daily
• Over $9 billion money market securities in inventory at any one time
• Hold 42% of the Canadian market for short-term commercial paper (as of October 31, 2001)
• Preeminent foreign exchange dealer in Canada
• Ranks in top 8 foreign exchange bank globally, according to revenues (FX Weekly)
• A global trading foreign exchange platform, operating 24 hours a day, ensuring seamless delivery of product and market information to clients worldwide

As you can clearly see, the advantages of using the William Vastis Wealth Management Group and RBC Investments for your fixed income issues are clearly evident.  We encourage you to contact the group today to further discuss your questions and/or comments.

TOP

DISCLAIMER(S) - Please Read