You might wonder why you pay RBC InvestEase a management fee if robots do all the work. Don’t robots work for free? The thing is, there aren’t any robots at RBC InvestEase. Our automated “robo” technology supports a team of investment professionals who take care of the important stuff — like buying your investments, monitoring your portfolio and providing support whenever you need it.
Making extra sure your portfolio is right for you
Our smart software generates a recommended investment portfolio for you based on your answers to a few questions. Our team of Portfolio Advisors then reviews the recommended portfolio and makes double (and triple!) sure that it’s appropriate for you and your objectives. If we have any questions or queries we’ll give you a call to make quadruple sure the portfolio is right for you.
Buying and monitoring your investments
Your portfolio will be made up of low-cost exchange-traded funds (ETFs). You may want to know exactly which ETFs are in your portfolio and how they’re performing — and that’s great, you can do that! You may want to completely ignore your portfolio — that’s great, you can do that too! Either way, rest assured that our team is looking after your account, monitoring your investments and keeping on top of how financial markets are performing.
Keeping you balanced
When you open an account with RBC InvestEase, our team buys the mix of stocks, bonds and cash we think is right for you. When financial market conditions change, your portfolio may drift so that your investments no longer align with the amount of risk you’re comfortable with. The RBC InvestEase team continuously monitors your portfolio to make sure it’s aligned with your objectives. If your asset mix gets out of whack we’ll buy or sell ETFs to bring your portfolio back in line with your goal. The best part is that you don’t need to think about any of this — you can simply sit back and watch your money grow.
Access to experts when you need them
You’ll always have access to real people for the support and advice you need. Have a question about the difference between a TFSA (article: What's a TFSA?) and an RRSP (article: What is an RRSP?)? Need help thinking through your financial goals? Want to better understand what’s happening in the financial markets? You can easily contact our team of experts by phone, email or chat at any time.
RBC InvestEase makes investing easy, convenient and accessible, and our low management fee(article: Here’s Our Catch on Fees) helps ensure that you’ll always have professionals on your side to help you achieve your financial goals.