Let us help you grow more than wealth

Mission statement

Our mission is to enhance the lives of our clients through a comprehensive wealth management process. This is achieved by creating, preserving and managing wealth for our clients.

We are committed to providing the highest level of personal service while continuously acting with integrity, honesty and professionalism to build a solid foundation of trust and friendship with our clients.

Investment Philosophy

Our philosophy is life first. The foundation of every decision we make is based on knowing our clients and understanding their goals. We take the time to listen and objectively assess our clients’ needs, risk tolerance and investment objectives which serve as the building blocks to our wealth management planning process. We develop and implement goals-based wealth planning solutions and investment strategies tailored to our clients’ specific situation and provide regular, ongoing communication- giving our clients the clarity they need for today and the confidence they need for tomorrow.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Let's start the conversation

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Meet our team

Please view here to learn more about Gulf View Wealth Group

Latest Insights

U.S. Federal Reserve Building in the fall

How does the Fed’s big rate hike impact the economy and fixed income environment?

Sep 22, 2022 | Thomas Garretson, CFA

As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.

Read more
Couple with dog on a road trip

Tips for building an emergency fund

Sep 22, 2022 | RBC Wealth Management

An emergency fund should be part of wealth planning at every income level.

Read more

Social Media

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Wishing you and your family a joyous Easter holiday!

I’m proud to be part of an organization that’s donated an additional $750,000 to support humanitarian relief efforts in Ukraine and its refugee crisis. RBC’s support includes donations to the Canadian Red Cross Ukraine Humanitarian Crisis Appeal, International Committee of the Red Cross, Medical Corps, Save the Children, Mental Health Foundation, UNICEF and UN Refugee Agency. https://www.rbc.com/newsroom/news/article.html?article=125608

Throughout her career, Condoleezza Rice became the first African American woman to hold several positions, including Secretary of State and provost of Stanford University. Celebrating Women’s History Month. #WomenWhoBrokeBarriersRBC #WomenTrailblazers

Seminars and events

Please view here to learn more about our upcoming seminars and events.