There's wealth in our approach


The Albert Investment Group works to build strong long-term relationships with our clients on a foundation of trust, integrity, and personal communication. Our multi-generational wealth management group focuses on delivering holistic financial planning advice and comprehensive investment solutions to individuals, businesses, and non-profits, that help protect and grow wealth and align with personal and corporate values. Our group also specializes in designing and implementing customized tax deferred retirement savings plans for high earning self-employed individuals as well as employer-sponsored plans.  We are proud to offer clients a highly personalized boutique experience supported by the resources of one of the world’s strongest international banks.

With the core belief that clients' values are a part of the investing equation, The Albert Investment Group utilizes a multifaceted approach to values-based investing that seeks to leverage the power of asset ownership to have a positive impact on society and the environment while generating strong long-term performance within appropriate risk parameters.

Please don’t hesitate to contact us for a consultation or with any questions – we welcome the opportunity to work with you!


A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.

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.

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 Albert Investment Group.

Latest Insights

Janet Engels & Tylar Lunke

Audio commentary: What to make of inflation, bear markets, and volatility

Janet and Tylar talk about what’s on investors’ minds, the perspective around bear markets, and our current market outlook.

Read more