Integrity, Accountability, Honesty

For over two decades, successful entrepreneurs, executives, and retirees have sought my assistance to evaluate complex financial issues and provide innovative solutions integrating business, family and personal wealth planning strategies.

As a CERTIFIED FINANCIAL PLANNERTM my professional priorities are to:

  • Know my clients’ story – where they have been, where they are and where they are going.
  • Understand my clients’ perspectives on important money issues.
  • Assist (and sometimes challenge) my clients in making wise financial choices.
  • Set realistic financial goals for my clients that best suit their situation.

Through this process of asking questions, defining priorities, and clarifying goals and values, I help my clients achieve, and maintain, their vision of success.

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As your career and investments have evolved, your accounts may have changed too. Consolidating with RBC Wealth Management gives you one clear view and one trusted advisor to help you stay in control of your financial future. Let’s talk.

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all your accounts together in one place can help you build a real strategy for growth, while making it easy to track as your career and goals evolve. Reach out to start the journey.

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication. A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family. I can help you and your family with your family meetings and your wealth transfer to the future generations. Your ideas of family harmony happen here. Schedule your family meeting consult with me.

It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and experience.  If you are not currently a client feel free to contact me and set up a meeting.

Clouse


Your Team

Kevin Clouse bio photo

Kevin Clouse, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager
Aimee Kelly bio photo

Aimee Kelly

Senior Investment Associate

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Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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