Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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Life’s curveballs are a surprise—sometimes positive but not always. Help protect your finances with an emergency fund of at least six months of expenses.

Did you know this about money management? It’s important to start talking with children at an early age about money. I can help you have that conversation.

Did you know this about money management? If the luck of the Irish was with you in March and you got a large gift or won the lottery, be prepared for the tax bill. I can help you with a wealth plan for that tax bill.

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.

Meet the team

Learn more about The CFS Group

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Latest Insights

Janet Engels and Tylar Lunke

Audio commentary: The Fed has spoken ... now what?

Janet Engels and Tylar Lunke discuss the Fed’s recent actions, market volatility, and what they think is in store for investors.

Read more