The Goldman Monroe Team

Navigating the intersection of family & finances

A framework for success

We help clients and their families achieve their goals and have confidence in their decisions by using our SMART Process (Straightforward, Multigenerational Advice that's Reliable and Trusted).  Our team serves as a resource to address all of our clients' financial concerns, reduce stress, and nurture peace of mind.

Introducing RBC Total Wealth

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.

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.

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.