Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Welcome to our team website

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.

Become a client

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.

Wealth Management Online Walk-Through with Christie Grandbois

Jan 30, 2025 12:00 PM Eastern Standard Time - Jan 30, 2025 01:00 PM Eastern Standard Time
Location To Be Determined

Join Christie Grandbois, head of technology engagement and adoption at RBC Wealth Management, for an introduction to Wealth Management Online (WMO) and a discussion about Total Wealth. For more information on this event and a link to access the call, please contact Kathy Cuellar.

RSVP

There are no events to show

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Meet the team

Learn more about the Galbraith Investment Group.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Latest Insights

Berlin

Pay attention to triggers for Europe

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

Read more

Bulletin Board