Carey Groethe

Helping you grow more than wealth

How I work for you

Your financial advisor should be someone who keeps you focused on a well-designed investment strategy, not someone who merely sells you investment products. Investing should be done with a plan and purpose. Financial success should be measured by whether or not you are meeting the goals for which you are investing. Every person has a unique financial situation, and your financial advisor should be someone who successfully helped others in similar situations achieve their goals. You don’t want a doctor prescribing a new and completely unique treatment plan for your ailment. You want to know they have experience with your situation and have successfully treated many in the same boat.

My beliefs as a financial advisor:

• Every investment portfolio is managed according to a well-crafted financial plan. Anything less is nothing more than speculation.
• The only true way to mitigate risk is to diversify, but I believe that overdiversification can dilute portfolio returns.
• Emotional behavior is one of the most contributing factors to poor portfolio returns. It is important to stick to a process of investing over time, and prevent daily noise from deviating you from your plan.
• Sometimes telling my clients what NOT to do is just as important as telling them what to do.
• Make your financial advisor the central person in your financial life, so they can provide solutions for risk management, investment management, financial planning, estate planning services, tax considerations and retirement planning.

Global Insight Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

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.