Professional Investors

FAMILY OFFICES

 

As a firm that serves ultra-high-net-worth families, you solve a variety of wealth and family management issues daily. Our role is to assist you by delivering the ultimate in service, transparency, and flexibility while providing access to alternative types of investment opportunities — now enhanced by new technology platforms. This benefit is partially enabled by our relationship with RBC (Royal Bank of Canada), but also by our own industry expertise and know-how.

Tasks such as moving money via wire transfers and dealing with full powers-of-attorney issues are routinely handled by our professional staff, all of whom are accustomed to providing a higher level of personal service than is ever offered by the industry giants.

 

Our mission is to help you make a difference for your clients. Our success is documented by the many family offices we serve.

 
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INDEPENDENT REGISTERED REPRESENTATIVES & REGISTERED INVESTMENT ADVISORS

 

Independent RRs and RIAs choose Consolidated as their discount brokerage partner for two main reasons: service and flexibility. But in addition to those strengths, Consolidated offers transparent investment and technology solutions that are unsurpassed, thanks to our relationship with RBC (Royal Bank of Canada).

Examples of these benefits include:

  • Diversified investments – equities, fixed income, mutual funds and ETFs

  • Compliance support

  • Integrated technology platform – features customer relationship management, risk management, content management, financial planning, account aggregation and trading and rebalancing

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TECHNOLOGY

 

Consolidated offers professional clients technology solutions that are unequalled, thanks to our relationship with RBC (Royal Bank of Canada).

Our integrated technology platform includes (but is not limited to):

  • Customer relationship management

  • Portfolio management

  • Risk management

  • Financial planning

  • Account aggregation

  • Trading and rebalancing

  • Performance reporting