"We manage your money as if it were our own."

Value Statement

At The Hub Investment Group (Jeff Jacobson, Ellen Takagi, Molly Solari, and Liam Hurley), our team works with clients to understand their investment goals. Then, we design individualized portfolios to meet your objectives using a broad range of appropriate investments. In addition, we educate clients on their investments and the strategies required given the “new normal” global economy. This is a perspective that we believe is necessary for responsible growth.

Mission statement

Our mission at The Hub Investment Group is to deliver proactive and timely service to professionals and their families and to seek returns commensurate with each client’s needs, goals and tolerance for risk.

Planning for families requires a multi-generational perspective and a holistic approach to wealth management. Working with your family involves a meaningful knowledge of its history, challenges and accomplishments, as well as your concerns and your aspirations.

Investment philosophy

Great long-term results are only achieved with a constant eye toward managing funds properly, review of them during all market conditions and a preparedness to adapt. In light of these dynamic and uncertain times, we set realistic expectations and encourage proper, tactical asset allocation in response to the volatile global economic environment. We believe that this understanding of world events and economics is critical to successful portfolio management. We do not invest with a blind belief that all global equity markets will provide acceptable returns over a meaningful period of time. However, we do believe that those companies with sustainable business models and prudent balance sheets can thrive.

Concerning fixed income, which is critically important to the global economy, our recommendations take into account whether interest rates are at historically high or low levels. Additionally, our fixed income recommendations are made with an awareness of the effects of the global debt and liability environment

The financial impact of dementia

Cover art - Preparing for the expected The financial impact of cognitive decline workbookAlzheimer’s disease and cognitive decline have a devastating impact not just on those with disease.  It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members.  

In this Wealth Insights Report, we surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving.

Learn more

How will you bring your ideas to life?

You have ideas for your future. Ideas for making a difference or being somewhere different. Ideas for sustaining a family legacy or taking a sustained journey. Let’s talk about where your ideas will take you.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Prosper US cover image

Read the latest stories from the women of RBC in Prosper•US

The Fall 2024 issue of RBC Wealth Management’s Prosper·US magazine is filled with inspiring stories for and about women. Read how our firm goes to bat for female athletes, our commitment to fraud and scam prevention and how one colleague’s ski patrol journey helps her maintain joy on the slopes and in the office. Plus, find tips to handle changes that may affect tax planning, health and wellness resources, and more. 

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 our team

The Hub Investment Group team image

Learn more about us. View our team brochure here.

“Tell me and I forget, teach me and I may remember, involve me and I learn."

- Benjamin Franklin

Let's start the conversation

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Latest Insights

Berlin

Pay attention to triggers for Europe

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

Read more

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Disclosures
  1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
  2. Ratings (as of December 3, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
  3. Ratings (as of December 3, 2024) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Jeffrey Jacobson is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI. California Insurance License # 0M16513.

Jeffrey Jacobson, NMLS # 1894164, Ellen Takagi, NMLS # 1880710, and Molly Solari, NMLS # 2579266 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.

Ellen Takagi is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, UT, VA, VT, WA, WI. California Insurance License # 0M07015.

Molly Solari is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI.

Read additional advisor disclosures.