Value statement

Our approach is built on a foundation that supports our goal of helping our clients achieve financial independence through comprehensive financial planning and sound investment management. Over the years, we have earned our clients’ trust by competently assisting them in many areas of their lives, which by definition requires a focus based on building long-term relationships. When describing our process, we accentuate our goal to be your key financial advisor, working in concert with you and your family, and collaborating with other professionals as dictated by your planning needs.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this smart, yet potentially untapped source of opportunity. 

Have you reviewed your life insurance strategy recently?

Life insurance probably isn’t something you think about every day. As your life moves through new stages, your protection strategies need to keep pace. Marriage, the birth of children or grandchildren, the loss of a loved one, or a change in financial responsibility may impact the life insurance strategies you use to safeguard your loved ones. Contact me today for a complementary consultation.

Contact

James Dotzman

215-557-1738
james.dotzman@rbc.com