Our objective is to develop the kind of long-term personal relationships that allow our clients and their families to make sound retirement planning decisions. We begin each new relationship by understanding our clients’ unique retirement goals and developing a comprehensive financial plan. We then spend significant time with our clients as they continue through retirement. Drawing on over 40 years of combined industry experience, we help our clients meet and exceed their goals.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
