The best returns are more than financial


We work with a relatively small number of successful executives and entrepreneurs and a select group of publicly traded companies to administer their equity compensation plans. Our clients are intelligent, sophisticated people who, rightfully, have high demands of their advisors. They appreciate candor, competence and attention to detail. They look to us for an experienced perspective, world-class resources and honest, forthright advice. We understand that our success is wholly dependent on their trust and satisfaction, and have dedicated ourselves to helping each of our clients succeed on their own terms.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

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.

Bulletin Board

Latest Insights

Photographer with long lens

Long bonds for the long-term investor

Sep 28, 2023 | Atul Bhatia, CFA

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

Read more

Social Media

View my social profiles on

Did you know this about money management? If you want to take advantage of the rapid growth of artificial intelligence and invest in AI technology, we can help. Contact me to learn more.

Did you know this about money management? If you’re interested in sustainable investing, we’re experienced in helping align your investments with your values. Contact me to learn more.

Did you know this about money management? Back-to-school season is a great time to help educate the youth in your life on finances. Contact me for age-appropriate toolkits.