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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Debunking debt disaster

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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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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