Our team is dedicated to assisting clients in identifying and achieving their life goals through appropriate strategies, open communication and exceptional service. We strive to help our clients by creating and implementing comprehensive wealth management plans allowing them to effectively accumulate, protect and transfer wealth. The result is a long-term relationship helping lead our clients to financial peace of mind. Contact us today to learn how we can help you achieve your goals.
With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia. Read the full economic outlook in the latest edition of Global Insight.
RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
Thank you for trusting us as your wealth management partners. Our commitment to you goes beyond sharing our knowledge and expertise. If your current life or financial situation has changed, feel free to contact us and set up and appointment.
If you are not currently a client, and would like to learn more about our approach, we would love to hear from you.
At the Generational Wealth Management Group, we are very proud that Financial Advisor Barbara Letvinchuk has received several prestigious awards. 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 Barbara!
Learn more about the Generational Wealth Management Group.
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February 4, 2020
Daily Market View
January 7, 2021
November 19, 2020
Global Insight Weekly
October 6, 2017
Socially Responsible Investing
We’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.
Download the workbook
Please contact us to discuss your financial concerns and together we’ll work to give you confidence in your wealth plan.