Helping you grow more than wealth

How we serve you

The Shamlian Group works with a select group of clients to help them build, manage and protect their wealth through all of life’s transitions—planned and unplanned.

The group’s goals-based planning process takes a holistic approach that learns and understands all aspects of a client’s life to develop an effective plan with portfolio assets to support this.

The Shamlian Group is composed of a dedicated team of long-term associates. This same team has given their clients decades of superior service and the highest level of communication.

Founded by John Shamlian in 1983, the group is now led by John’s daughter, Quinn Shamlian, who started working in wealth planning and investments management in 2009. The Shamlian Group is located in DeWitt, New York, and works with clients across the United States.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

image of Quinn Shamlian

Quinn Shamlian, AWMA®, CRPS®

Managing Director - Financial Advisor, Portfolio Manager - Portfolio Focus
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John Shamlian, CIMA®, CRPS®

Managing Director - Financial Advisor, Portfolio Manager - Portfolio Focus
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Deborah Goode

Associate Vice President, Senior Financial Associate
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Kristin Housler

Associate Vice President, Senior Financial Associate
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Dianne Angelo

Senior Registered Client Associate

Latest Insights

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Energy stocks: A hedge to rising geopolitical risk

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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Let's start the conversation

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