AFA’s suite of products and services for the experienced adviser is designed to provide high touch and client centric.
- Flexibility to accommodate portfolio styles in both the equity and commodity markets
- Block order execution and allocations
- Access extensive independent Research
- Access to third party separate account management
- Financial Planning tools powered by Sunguard
- Programs to provide hourly billed advice
- A dedicated onboarding team
- Extensive pre-approved and customizable marketing materials
- Sophisticated, customizable performance reporting driven by Morningstar
- World class custody through American Trust Investment Services, Inc. an introducing Broker Dealer to Royal Bank of Canada Capital Markets.
- Access to RBC’s Advisers and their proprietary Advisory Platform.