Navigating wealth with confidence

At the Chapman Gergen Group, we embrace the concept of one client, one strategy where we guide high net worth families in making informed decisions around their wealth. Through a collaborative process we will help you plan your future while considering your complete financial picture. By leveraging the global resources and capabilities of RBC Wealth Management, we deliver integrated strategies that support both your short-term needs and long-term goals. We understand that your financial goals are unique. Beyond our wealth management expertise, we serve as dedicated relationship managers, gaining a deep understanding of you, your family, your business, and your personal priorities to ensure confidence in your financial journey.

Latest Insights

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Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Despite generational differences, the obstacles donors face around giving are largely the same.

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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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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Learn more about the Chapman Gergen Group

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