Let us help you grow more than wealth

Personal relationships. Global resources.

I work with individuals, families and businesses to work comprehensively on investment, retirement, estate, and business planning needs. I bring continuity to generational planning and allow for a collaborative effort to address all of my clients' needs. I strive to simplify the wealth management process by aligning my clients’ long-term goals with suitable investment strategies – with the ultimate goal of providing our clients with long-term financial security and peace of mind.

With the backing of the network of wealth management professionals and the services offered by RBC Wealth Management, my clients receive the focus and expertise they need to address their unique financial circumstances.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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      Taking the next step

      Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.

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      Latest Insights

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      Tariff deluge: RBC’s initial take

      Apr 04, 2025 | The Global Portfolio Advisory Committee

      President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

      Read more
      Disclosures

      Cal Blethen is currently registered to conduct business with residents of the following states: AK, AZ, CA, FL, ID, KS, MA, MD, MI, MT, NC, NY, OH, OR, RI, TX, WA, WY.

      Read additional advisor disclosures.