Welcome

Welcome. Thank you for visiting my site.

My goal here is to provide useful wealth management information to all and a deeper understanding of my thinking, processes and services.

To help navigate efficiently note the tabs along the top to indicate where specific information can be found, including:

  • About: My personal background and a brief look at RBC Wealth Management.
  • Personal wealth management: An overview of my approach to managing and protecting the wealth of all my clients.
  • RBC WealthPlan: A more detailed look at our wealth planning capabilities at RBC.
  • Business owner financial services: More about our offerings to businesses and their owners, including credit, retirement benefits, risk management and exit planning.
  • Insights: The latest thinking and ideas from RBC.
  • Connect: How to reach out to me whenever I can be of assistance.

I hope you find this useful and welcome your comments at any time.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

What we are thinking

Featured

Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more
Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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