Friend Wealth Group - RBC Wealth Management

Welcome to The Friend Wealth Group

The Friend Wealth Group is committed to partnering with their clients to create, build, and protect a legacy of financial stability. By approaching their work with integrity and empathy, the members of The Friend Group form long-term advisory relationships with their clients and offer them informed, individualized financial guidance. This team believes that life’s true value is found in people and experiences, not at the bottom of a balance sheet.

Partnership

We partner with clients - individuals, families and businesses to form a long term trusted advisory relationship. Our goal is to provide wealth management advice and strategies that are tailored to your needs.

Peace of mind

We strive to provide clients financial peace of mind, delivering objective and advice designed to give clients the confidence to pursue their own dreams and passions as the transition through life's financial cycles.

Our values

We believe....

In living life on purpose
That people and family are more important than things
That acting with integrity is non-negotiable
In maintaining a servants heart
In enhancing and protecting our clients wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

plan for retirement, including the creation of an income stream;
fund an education for a loved one;
prepare for a major purchase;
protect their family or income; and
create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

The 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 »

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.

Latest Insights

The end of China’s challenging chapter?

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

<p>RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.</p>

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