Times may change. Commitments don’t.

Decidated to our clients

We are dedicated to the highest standards of professional excellence. Focusing on providing superior unbiased advice and unparalleled service, we actively work with high net worth individuals, their families, foundations, and small businesses to help achieve their financial goals. We believe that through a consultative approach, we can help investors achieve their financial goals. Together we create and implement comprehensive wealth management strategies that focus on accumulating, protecting, and transferring wealth.

Our core philosophy is to preserve capital while providing a competitive return on assets. Besides what our practice offers, we also have access to global specialists through our parent company, Royal Bank of Canada, which can help address even the most sophisticated financial situations.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Are you ready for retirement?

Retirement is a time for travel, volunteerism, favorite hobbies, educational opportunities and other things that are important to you. But have you given thought to the dependable income stream you need to fully enjoy these activities?

Whether retirement is a future dream or a current reality, it’s never too soon — or too late — to develop an income plan to see you through your post-career years. And now is the best time to do it, because the earlier you start, the more you gain from the advantages of time and flexibility. Comparing and contrasting the advantages and cautions of these retirement income strategies is a good place to start.

Contact us with questions or to schedule an appointment: (651) 228-6931.

Take the next step today

Please contact us to discuss your present situation, your retirement income planning, or review your current investment portfolio in more detail.

Meet Dan Hocking

Learn more about us.

Important information

Latest Insights

Aerial view of Shanghai highway intersection

Global equities: A confluence of possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here.

Read more
Disclosures

Dan Hocking is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DE, FL, IA, IL, IN, MA, ME, MN, ND, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI.

Dan Hocking, NMLS # 1645740 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.