Welcome to The CFS Group

Everyone deserves to understand the role money plays in our lives.  Money is much more than currency; it provides a means to live the version of our life we seek.  Our mission — Advice through every stage of life — emphasizes our dedication to align our clients' money with their life goals.  Our team will manage your wealth with you at the center so that you can live the life you want.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Latest Insights

Globe sitting on various currencies

It’s been a privilege

Apr 14, 2025 | Atul Bhatia, CFA

The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.

Categories: Analysis

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Runner catching their breath

Tariff pause: Reasons to exhale and get back to basics

Apr 10, 2025 | Kelly Bogdanova

We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term strategic allocation as an anchor during periods of extreme volatility.

Categories: Analysis

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The White House with storm clouds behind it

Shock and tariff: Four key perspectives on the selloff

Apr 08, 2025 | Kelly Bogdanova

Extreme stock market corrections are difficult to endure. We answer key questions, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against the headwinds.

Categories: Analysis

Read more

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Washingtonian Top Financial Advisors 2024

Our team is thrilled and humbled to be selected as one of The Washingtonian’s Top Financial Advisers 2024.

 

 

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Talking to your kids about money? It doesn’t have to be complicated. Everyday moments—like grocery shopping or earning an allowance—can turn into great learning opportunities. Some ideas to get started: • Talk through your choices when making a purchase • Help them set small savings goals • Encourage conversations about spending, saving, and giving At the CFS Group, we’re passionate about helping families build healthy money habits that last. Reach out to learn how we can support you and your children: cfsgroup@rbc.com https://www.rbcwealthmanagement.com/en-ca/insights/teaching-your-kids-about-financial-literacy

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At the CFS Group, we believe the people behind the advice make all the difference. Our team is dedicated to understanding your goals and helping you navigate your financial journey. Get to know the individuals who bring their expertise and passion to everything we do. Meet Tony, the head of our group and Senior Portfolio Manager - Portfolio Focus. With a background in construction and a passion for helping others, Tony transitioned into wealth management to make a difference in his clients' lives. His philosophy? Every client, regardless of account size, deserves the same level of dedication and care. Outside of work, you’ll find Tony surfing, woodworking, or participating in off-road rallies with classic cars across Asia, Europe, and Africa. His bucket list? Visiting Easter Island.

Did you know tax season is a great time to brush up on your wealth plan? It can be an important aspect of your wealth strategy. Charitable giving can have tax benefits, and now’s a great time to plan for next year. Reach out for more ideas to help you reach your financial goals!

Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com