Helping you achieve financial peace of mind is our top priority. We use a conservative style of portfolio management with the belief that it is better to strive for consistent returns rather than expose the portfolio to high risk. By focusing on proper asset allocation and quality investments, we strive to match the financial objectives and risk tolerance with the people we serve.
We are honored to share our recent selection to the RBC Wealth Management Senior Portfolio Manager group, a company designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses. The Senior Portfolio Manager group is the most highly regarded level of portfolio manager recognition at RBC Wealth Management.
To qualify for this group, we demonstrated a commitment to designing and managing investment portfolios to help meet the individual needs of clients.
Thank you for the trust and confidence you have placed in our team. We will continue to deliver the same high level of service and expertise that helped me/us earn the privilege of being invited to join RBC Wealth Management’s Senior Portfolio Manager group.
If you are not already a valued Galbraith Investment Group client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Please do not hesitate to contact any member of our team for more information.
Learn more about the Galbraith Investment Group.
With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
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