Strengthening your financial security

Value statement

We help hardworking professionals, families, and retirees gain clarity for today and confidence for tomorrow by equipping them with an intelligent financial plan that reflects their needs, values, and dreams for the future. We follow a disciplined, time-tested investment approach that is customized for each unique and often complex situation. Our team holds over 60 years of combined industry experience, accompanied by the exceptional resources and personnel of RBC Wealth Management.

The FinTech future

In this fourth article in the SusTech series, we focus on FinTech, the convergence of finance and technology, which can help make economic growth sustainable by empowering unbanked populations. With the face of finance changing rapidly, we believe there will be investment opportunities in companies that effectively embrace the evolution. Read the full economic outlook in the latest edition of Global Insight.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Meet our team

John A Kloess

Senior Vice President - Financial Advisor, Consulting Group

Andrew Kloess, AWM

Vice President - Financial Advisor, Consulting Group

Aimee Kelly

Senior Registered Client Associate

Bulletin Board

Latest Insights

What message is stock market volatility sending?

It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means equity investors.

Read more