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

A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

Read more

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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