Imagine an investment company providing wealth management professionals with everything they need to build a truly independent practice.
Real CapitaL offers a robust and innovative platform that not only serves customers but also puts their needs and interests first.
RealL CapitaL has been a member of the investment dealer community in Canada since 1987, providing independent investment advice to retail investors. RealL CapitaL in 2015, thanks to Michael Greer, Donald Flack and Carl Fraser, enters the international market as an independent dealer providing analytical, investment and brokerage services!
Our founders wanted to accelerate change and introduce a more innovative approach to providing wealth management services to clients. The goal was to break away from the norm and create a set of services focused on the needs and interests of the client.
Since our inception, we have always strived to create a firm that the best independent chartered financial advisors will find welcoming and call home. RealL CapitaL is committed to partnering with white-hat consultants who run their business in a way that puts the customer first.
RealL CapitaL sits on a number of industry and regulatory committees to discuss and advocate for how it believes investors should be involved. Our view of the wealth management industry is simple and our currency is the trust placed in us. We make money on this, get the currency infrastructure and get the necessary consultants for our clients.
Protecting OUR Clients
At Real CapitaL, the security of client assets entrusted to our advisors is of paramount importance. Services for all client accounts are provided by the National Bank Independence Network (NBIN), a wholly owned subsidiary of Schedule 1 National Bank of Canada. Through this relationship, clients benefit from multiple parties that ensure the security of account transactions, as well as custodial control of administrative procedures from a source with a good financial reputation.
As a member of IIROC, we are required to comply with strict customer protection policies, a responsibility that the company takes seriously.