Our mission is to guide and counsel our clients to help them evaluate and meet their personal financial goals. We implement our time-tested holistic process and goals-based approach to investment management and wealth planning.
Our process is built upon a foundation of integrity and attention to detail. We understand that each client has specific needs, goals, wants and wishes. We provide customized and tailored plans for our clients.
We are honored to serve as the stewards of our clients’ wealth plans.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The Holohan Investment Group
May 20, 2022
About RBC
May 10, 2022
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January 3, 2024
2023/2024 dollar limitations for retirement plans
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.