Our mission

Financial wellness is a dynamic state of financial health. Being financially healthy, like being physically healthy, is about enjoying daily life, maintaining balance, and protecting yourself and your family against devastating risks.

Harmony is synonymous with flow. It creates a sense of peace, calmness, and inspiration. When your financial goals are aligned with the people, values, and activities that are most important to you, financial harmony is achieved.

We are committed to helping you craft a family wealth plan that creates harmony in your life.

Tune into Erica's podcast

Listen, subscribe, refer, and learn more about A Strong Woman for Strong Women Podcast HERE. Erica's podcast is also available on all major streaming services. 

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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.

Meet the team

The Harmony Financial Wellness Group

We believe in establishing life-long relationships built on trust and mutual understanding. With our BINDER Process, we develop wealth plans that integrate tailored recommendations with wealth management strategies designed for you and your family.

Our gratitude is expressed by delivering high quality standards of care and service, and we encourage continuous education as the key to financial wellness.

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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