Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Social Media
See footer below for group’s social profiles >
In the Investor’s Edge newsletter for summer 2025, gain insights on alternative investments, budgeting during market uncertainty, top financial consideration when facing divorce, and learn about growth in the women’s sports industry.
Read MoreWhat is impact investing?
What if your investments could reflect your values—without compromising on results? Impact investing is a growing movement that integrates social and environmental priorities into the investment process. Whether you care about climate action, diversity in leadership, or ethical business practices, there are ways to invest intentionally while still working toward long-term financial goals. At the CFS Group, we help clients: ● Define what impact means to them ● Identify ESG and impact-focused opportunities ● Balance values with performance expectations ● Track progress toward both financial and personal objectives It’s about aligning your wealth with your worldview. Learn more about how we approach impact investing: https://www.rbcwealthmanagement.com/en-us/insights/what-is-impact-investing
Read MoreIt shouldn't be hard to talk about money, but you may be unsure where to start. I can provide you with resources about how to talk finances and wealth planning with your loved ones.