Welcome to The CFS Group

Everyone deserves to understand the role money plays in our lives.  Money is much more than currency; it provides a means to live the version of our life we seek.  Our mission — Advice through every stage of life — emphasizes our dedication to align our clients' money with their life goals.  Our team will manage your wealth with you at the center so that you can live the life you want.

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.

Latest Insights

couple meeting with financial advisor

Wealth planning considerations to help protect your portfolio from market turbulence

Apr 17, 2025 | RBC Wealth Management

How investors react during periods of decline is critical to their long-term success.

Categories: Wealth planning

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Globe sitting on various currencies

It’s been a privilege

Apr 14, 2025 | Atul Bhatia, CFA

The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.

Categories: Analysis

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Runner catching their breath

Tariff pause: Reasons to exhale and get back to basics

Apr 10, 2025 | Kelly Bogdanova

We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term strategic allocation as an anchor during periods of extreme volatility.

Categories: Analysis

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If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Washingtonian Top Financial Advisors 2024

Our team is thrilled and humbled to be selected as one of The Washingtonian’s Top Financial Advisers 2024.

 

 

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Want to make learning about finances fun? Check out this financial education worksheet “Just for kids: seven fun ways to learn about money.” Reach out if you need additional ideas! https://docs.rbcwealthmanagement.com/us/68609-seven-fun-ways-to-learn-about-money.pdf

When is the best time to start collecting Social Security? Reach out to me to discuss your retirement planning and income questions.

RBC is one of Canada’s largest banks and one of the largest banks in the world, based on market capitalization.

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Talking to your kids about money? It doesn’t have to be complicated. Everyday moments—like grocery shopping or earning an allowance—can turn into great learning opportunities. Some ideas to get started: • Talk through your choices when making a purchase • Help them set small savings goals • Encourage conversations about spending, saving, and giving At the CFS Group, we’re passionate about helping families build healthy money habits that last. Reach out to learn how we can support you and your children: cfsgroup@rbc.com https://www.rbcwealthmanagement.com/en-ca/insights/teaching-your-kids-about-financial-literacy

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com