Our mission

With decades of financial experience between us, our mission is to provide a comprehensive approach to financial planning and investment management to help you achieve not only your financial goals, but your life dreams. We understand investing can be complex and often overwhelming. We strive to eliminate confusion, reduce stress and provide sound guidance in the navigation of an ever-fluctuating market. By taking extra care to clearly understand what’s important to you, we are able to align your finances with your lifestyle and priorities. As a team of experienced financial advisors with diverse experiences and perspectives, we use a collaborative process to explore and create unique solutions for you and your family.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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 the team 

Team photo for Kelly, Brown, & Reilly Wealth Management Group

Learn more about us

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

Read more

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.

*Required fields