Announcing our move to RBC Wealth Management

Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, we have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management our clients will enjoy the attention they expect from us, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

Latest Insights

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Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more

Learn more

We invite you to explore our website to learn more about what sets RBC Wealth Management apart and why we've put our trust in RBC Wealth Management as our new business home.

Meet the team

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Contact

The Dalton Bahney and Treinen Wealth Management Group

208-389-6801
sandra.dalton@rbc.com
Sandra Dalton bio photo

Sandra Dalton

Managing Director – Financial Advisor, Private Wealth Advisor
William Bahney bio photo

William Bahney

Senior Vice President - Financial Advisor
Michael Treinen bio photo

Michael Treinen

Senior Vice President - Financial Advisor
Benjamin Dalton bio photo

Benjamin Dalton

Senior Vice President - Financial Advisor
Jeff Potter photo

Jeffrey Potter

Associate Vice President, Senior Business Associate
Breanna Brandon bio photo

Breanna Brandon

Senior Investment Associate
Ryan Whitney bio photo

Ryan Whitney

Senior Investment Associate
Caroline Ren bio photo

Caroline Ren

Client Associate