The best returns are more than financial

Mission Statement for the Boulanger Wealth Management Group:

Our mission is to act as stewards of capital for individuals and families with greater than $1million in assets who are looking for a trusted financial advising team in their corner, to help guide them through the complexities of their personal financial journey. A detailed RBC WealthPlan is our blueprint to identify retirement, education, estate planning services and legacy goals as well as facilitate allocation of the vehicles that drive our client's long-term success - equities for growth, fixed income for predictable cash flow, and insurance for risk management. We bring enthusiasm, experience, knowledge, and a clear/decisive path to success, fueled by a collaborative network of industry respected thought leadership as we strive to continually earn the trust of our clients.

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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Latest Insights

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An evolving market landscape

Feb 28, 2024 | Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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