Voices of RPIA
In Our Work
Some of the services we offer include:
1. Continuous dialogue and open communication with clients – We are always available to answer any questions you may have on markets or your investments. 2. Current information uploaded on our secure Investor Portal. This includes items such as weekly performance updates, portfolio analytics are available every week, quarterly DDQs, semi-annual and annual financial statements, tax reporting (for direct clients), and much more. If you need help setting up an account, please let us know. 3. Monthly commentaries and market insights on current themes and our firm view are available on our website’s market insights section (www.rpia.ca/market-insights). 4. Educational videos from our Investor Education series discussing market updates and our strategies. Be sure to check them out on our website at www.rpia.ca/media. 5. Community involvement - We support a wide variety of organizations that reflect the values of our clients, our employees, and our firm. If there is a non-profit organization close to your heart, please let us know how we can help and get involved.
The Trading Desk Perspective
RPIA’s clients trust us to find unique opportunities to help them protect their savings and to build up wealth for generations. In addition to our client teams, our Portfolio Management Team works with a client-centric approach across all specialties, including research, structuring, execution, risk, and technology. Our research, structuring, and execution teams actively seek ways to achieve our clients’ investment goals. Our risk team ensures that the right policies and parameters are in place to ensure that trading decisions can withstand different market conditions. Finally, our technology team works closely with our Portfolio Management and Risk teams to ensure that our experienced colleagues on the trading desk have the right tools at their disposal to make informed, quick decisions. The ultimate goal of our collaborative culture is to benefit our clients. It allows us to harness our team’s expertise as we honour our responsibility of safeguarding and growing our client’s assets. In other words, our goal is to help you achieve your financial goals, whether it’s through client services or the trading desk. As we continue to grow, our goal is to continue providing excellent service for our clients and to ensure that the right information is available to them. If you have any feedback or suggestions on anything else we can do or provide, we would be happy to work with you.
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