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

Retirement plans: Creating a sponsor friendly, appreciated benefit

Mon Oct 28 12:00:00 GMT 2024 | Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

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

Retirement plans: Creating a sponsor friendly, appreciated benefit

Mon Oct 28 12:00:00 GMT 2024 | Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

Read more

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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