The best returns are more than financial


Our mission is to support the financial decision making of affluent individuals and their families. We advise, guide and motivate our clients to implement strategies that help simplify their lives, as well as grow and preserve their capital. Our team works in concert with our clients’ other advisors, such as Certified Public Accountants and Attorneys, to formulate customized and comprehensive strategic life solutions.

We are proud to announce that Mike has been recognized by the National Association of Board Certified Advisory Practices as NABCAP Premier Advisors for the 2nd year in a row!

The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment, planning philosophy, credentials, team dynamics, fee/cost structure and average AUM per client, among other areas.

There's wealth in an approach that simplifies your financial life

At RBC Wealth Management, we are committed to principles like integrity, service and trust. Our first priority is helping clients like you prepare financially for the future you want, both for you and the people you care about. That's why we focus on providing personalized solutions for your unique needs. With the strength and world-class resources of RBC, we are well-prepared to help make it easier to achieve your complex wealth management goals. So you can feel confident your financial life is on track. Our promise to you is a sincere one: "Our goal is to help you reach yours."

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.

 

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.  To set up a consultation, please contact me.

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