Proud to work with a nationally recognized teammate

At The FPI Group, we are very proud that Financial Advisor Patrick Farley was named a Forbes Best-In-State advisor in 2022 and an AdvisorHub Advisor to Watch in 2022. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Patrick!

Why is wealth planning important to The FPI Group?

At The FPI Group, we know that there are several factors that influence your risk tolerance. Your age, your income, your goals and your emotional relationship with money all work together to determine which types of investments are most comfortable for you. A customized wealth plan gives us a solid foundation on which to offer you the investment strategy, recommendations and advice most appropriate for you.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

RBC Online Bill Pay

In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.

Let's take the next step together

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

Meet the team 

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Latest Insights

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Midterms and the market: Welcome back, gridlock

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

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