Value statement

David has been proudly serving clients in the financial industry for more than 20 years. From the beginning, his mission has been to provide honest, quality service with integrity while helping his clients meet their financial goals. David takes pride in the ability to create individualized plans to best fit each client’s objectives, carefully listening to their needs and wants, and casting a vision for their future. His investment experience includes retirement planning, estate planning services and personal needs. He specializes in stocks, bonds, mutual funds, annuities, ETFs, and closed-end funds. David goes above and beyond for his clients to help with their financial security with excellent service.

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Did you know that finances and health go hand-in-hand? Just as investment strategies depend on your age and goals, health considerations change with age too. Let’s talk about how your wealth plan can complement your health goals.

What’s your dream? On MLK Jr. Day, I’m remembering Dr. King’s famous “I Have a Dream” speech championing equal rights for all people.

Did you know that setting sound New Year’s resolutions can help you create a lasting legacy? This new year is the perfect time for us to connect and create or update your WealthPlan.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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Latest Insights

Berlin

Pay attention to triggers for Europe

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

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Disclosures

David Deruelle is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, FL, HI, ID, LA, MT, NV, NY, OK, OR, TX, UT, WA, WI. California Insurance License # 0C77370.

David Deruelle, NMLS # 1705532 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.