Serving YOU

Dennis Hobbs joins RBC Wealth Management's exclusive group

I am honored to have recently been selected as a member of the firm’s Portfolio Manager - Portfolio Focus group, an exclusive group of financial advisors recognized for their success in building fee-based discretionary portfolio management practices. Click here to read the press release

Our investment philosophy is planning and goals based.  We provide our clients with a personalized, straight-forward, investment strategy...not a generic, one size fits all program.  Individual portfolios will be tailored to YOUR unique circumstances, goals, and attitudes.  We do this at every stage of YOUR life and in all market environments.

Our approach is based upon listening first.  We will become YOUR partner in achieving the financial security YOU desire.  As we work together, I wll explain the investment strategies we recommend.  We want YOU to be comfortable with all the dynamics of the investment strategy we design together.  Our mission is to help YOU succeed by implementing sound risk management, quality investments, and personalized, focused client service.

It is a privilege to be YOUR partner.

Helping kids build confidence—on the water and in life

RBC’s partnership with Wilderness Inquiry in support of the organization’s Canoemobile program has inspired the next generation of citizens to experience, enjoy, explore and protect public lands and waterways in 24-foot Voyageur canoes that travel across America. Read their story.

Defense mechanisms

Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.  Read the full economic outlook in the latest edition of Global Insight.

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