Discretionary Portfolio Management:

A unique portfolio management process designed to give discriminating and sophisticated investors access to the world’s most elite investment managers.

The Access Manager Selection Program:

Today, the Canadian investor is faced with a broader array of investment options than ever before. Our domestic market offers greater choice and opportunity as it becomes more complex.

The United States and overseas markets also allow diversification over a broader base, as well as exposure to fast-growing industry sectors. But how does an investor make sense out of such a complicated and dynamic marketplace?

Many serious investors are concluding that only by engaging professional investment managers will they enjoy the best opportunity to take advantage of all that the world’s largest capital markets have to offer.

However, there are more than 200 investment management firms registered in Canada, and more than 20,000 in the United States. With so much selection, how can we determine which investment management firm is right for you? And how can we be sure the manager we select goes on being the one best equipped to accomplish your investment objectives?

The William Vastis Wealth Management Group utilizes the Access Manager Selection Program to allow our clients to answer these questions intelligently and with confidence.  To find out more information about the Access Manager Selection Program, click here or contact the group today (To view a complete list ACCESS Program Recommended Investment Managers, click here).

RBC Parameters Portfolios:

RBC Parameters Portfolios are based on the principle that it’s the process, not the picks, that determine investment success. With Parameters, you remove the blind luck and guesswork from investing.  Instead, you follow a proven, disciplined process with specific criteria for all investment decisions.

The William Vastis Wealth Management Group and Parameters gives you access to the experience and resources of RBC Global Investment Management Inc., one of Canada’s foremost investment managers.  Clients worldwide have entrusted RBC Global Investment Management with more than $45 billion in assets under management.  With Parameters, you can be confident that an experienced, highly regarded firm is managing your investments.

To find obtain more information regarding RBC Parameters Portfolios, click here or contact the group today.

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