There's wealth in our approach


The Albert Investment Group is dedicated to building enduring relationships with our clients on a foundation of expertise, integrity, and exceptional service. Our multi-generational wealth management group combines a holistic approach to wealth planning with a wide array of custom investment solutions focused on preserving and growing financial capital as well as generating reliable retirement income. From addressing complex legacy issues alongside your other trusted advisors to sorting through statements together at your kitchen table, our team is committed to simplifying your finances and bringing you peace of mind. 

If you are not yet a valued client, we invite you to experience the RBC Wealth Management difference today with The Albert Investment Group.  Please do not hesitate to contact us for a consultation - we welcome the opportunity to work with you.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

At RBC Wealth Management, we’re proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. There are thousands of investment firms to choose from out there, but investors pick us as much for their confidence in our strength and stability as for the comprehensive approach to wealth management and world-class investment solutions we offer. We look forward to earning your trust.

Meet the team

Learn more about The Albert Investment Group.

Latest Insights

Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

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