Building relationships into life-long partnerships


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Value statement

We provide a world-class and consistent client experience by combining each team member's unique area of expertise with the broader resources of RBC Wealth Management.

Many times we find that what investors want and need is very different from what they actually have.  Our job is to make sure that what our clients want, need, and have are one and the same.

We help our clients do three things and expect one in return.

We help them:

  • Simplify their lives with customized financial solutions.
  • Learn how to take advantage of opportunities while managing risk. 
  • Build and protect a legacy for the ones they love.

In return we expect:

  • To be the first phone call on anything financial.

Hope…is not an investment strategy

Thank you for taking the time to visit our website! Our website has been designed to introduce you to The JMS Group, which is comprised of Financial Advisors, Jim Renn, Scott Heck, and Investment Associate, Melissa Mergen. You will also be introduced to our wealth management practice as well as useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world.

We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, risk management through insurance.


Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team 

Learn more about The JMS Group 

Social Media

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Not all scams come from strangers. Sometimes even those you trust can take advantage. Sign up for our webcast to learn how to watch for unusual requests or pressured financial talk. https://rbcteams.webex.com/weblink/register/r704c4fb58f127aa602fd0434d4d73806

Sending warm wishes this Mother's Day to all who nurture, guide and inspire. To every mom, thank you for your love and dedication. Happy Mother's Day!

On Military Spouse Appreciation Day, we honor the commitment and strength of those who stand beside our service members. Your dedication and sacrifice play a crucial role in our nation's defense. To all military spouses, thank you for your strength, resilience and support.

Latest Insights

Gold on a scale

Gold: More than meets the eye

May 16, 2024 | Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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Man looking at financial data

The push and the pull of U.S. earnings

May 09, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

Read more