Investment Counsellors

With over 25 years’ experience delivering services for investment counsellors and family offices, RBC Investor & Treasury Services understands the unique requirements of private clients. We offer a full service solution with the desired level of access, convenience and personalized service.


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Fund administrator(2)
Industry knowledge(1)

100+ <span style="font-size: 30px; letter-spacing: 0;">years</span> icon

100+ years

experience serving
Canadian asset managers

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on exceptional client service and operational risk

A1/AA-<sup style="font-size: 11px; top: -2.5em;">(3)</sup> icon


the strongest credit ratings among our asset servicing peers

Custodian Canada 2011 - 2016
Global Custody Survey - 2016, 2014, 2013, 2012 Globally (unweighted) Europe (unweighted)




› Global Custody



› Corporate Actions
› Income Reclamation

Treasury & Market Services

› Foreign Exchange
› Securities Lending
› Cash Management

1. Global Investor ISF Global Custody Survey 2017 2. Global Investor ISF Fund Administration Survey 2017 3. Moody’s and Standard & Poor’s as at August 23, 2017 4. Custody Risk Americas Awards 2015 5. Canadian Depository for Securities as at June 2016 6. RBC I&TS proprietary data 7. RBC I&TS proprietary data compared to EFAMA Fund Processing Standardisation Annual Report 2015 8. ALFI Real Estate Report 9. Royal Bank of Canada credit ratings: Aa3 (Moody’s), AA- (S&P). Compared to top 10 custodians by Assets under administration 10. R&M Global Custody Survey 2016 11. Global Investor ISF Global Custody Survey 2016 12. Global Investor ISF Fund Administration Survey 2015 13. Global Investor ISF Beneficial Owners Survey 2015