About the Candidate
Phillips, Hager & North Investment Funds Ltd.
Founded in 1964, Phillips, Hager & North (PH&N) began with a clear philosophy and strong values of investing based on a conservative approach, superior client service and adherence to the highest standards of professional integrity. 2008 saw PH&N join forces with RBC Global Asset Management (RBC GAM). Investment Services is now part of the RBC GAM family. Now, PH&N manages over $6 billion in assets for over 24,000 families. Recipient of the Refinitiv Lipper Fund Awards, recognized as Best Overall Group and Best Bond Group for 12 of the past 15 years. PH&N is a member of the Mutual Fund Dealers Association of Canada. Phillips, Hager & North (PH&N) 成立于 1964 年,以一种基于保守方法、卓越的客户服务和遵守最高专业诚信标准的明确投资理念和强烈的投资价值观开始。 2008 年,PH&N 与 RBC 全球资产管理 (RBC GAM) 联手。投资服务现在是 RBC GAM 家族的一部分。现在,PH&N 为超过 24,000 个家庭管理着超过 60 亿美元的资产。路孚特理柏基金奖获得者,在过去 15 年中有 12 年被公认为最佳整体集团和最佳债券集团。 PH&N 是加拿大共同基金交易商协会的成员。
200 Burrard Street, 20th Floor, Vancouver, BC V6C 3N5
(604) 408-6100
info@phn.com

Exceptional service:

  1. Access to a wide range of RBC Funds and PH&N Funds
  2. Account information and transactions can be accessed online or by phone
  3. A customized quarterly report with detailed fund information and updates as well as additional market commentaries and in-depth articles on industry trends.
  4. A comprehensive quarterly account statement detailing your transactions, current portfolio value and asset mix, and an outline of all fees.
  5. Interactive web tools to help manage your portfolio
  6. With an investment amount of $500,000 or more, you can benefit from a dedicated advisor who can provide tailored support.


Trusted Advice:

  1. Create an investment plan based on your risk tolerance and time horizon
  2. Provide easy-to-understand investment advice and investment information specific to your situation and portfolio review to help you stay on track
  3. Provide you with timely insights on economic and capital market developments


Low Fees:

  1. You’ll invest in mutual funds managed by RBC Global Asset Management, one of Canada’s lowest-cost providers of actively managed mutual funds.
  2. In addition, you pay a competitive dealer fee of 0.40% of your portfolio holdings.

Official Website


卓越的服务:

使用范围广泛的 RBC 基金和 PH&N 基金

可以在线或通过电话访问帐户信息和交易

定制的季度报告,包含详细的基金信息和更新,以及额外的市场评论和有关行业趋势的深入文章。

一份全面的季度账户报表,详细说明您的交易、当前的投资组合价值和资产组合,以及所有费用的概要。

帮助管理您的投资组合的交互式网络工具

投资金额为 500,000 美元或更多,您可以从可以提供量身定制支持的专门顾问中受益。



值得信赖的建议:

根据您的个人风险承受能力和时间范围制定投资计划

针对您的个人情况和投资组合审查提供易于理解的投资建议和投资信息,以帮助您保持正轨

为您提供有关经济和资本市场发展的及时见解


低费用:

您将投资由加拿大皇家银行全球资产管理公司管理的共同基金,该公司是加拿大成本最低的主动管理共同基金提供商之一。

此外,您还需支付您所持投资组合 0.40% 的极具竞争力的交易商费用。


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