The best returns are more than financial


Mission

Our mission is to fully understand our clients’ life goals, values and dreams, and help them achieve those goals through comprehensive wealth planning and investment management.


Vision

We desire to earn the right to be our clients’ first choice by putting their needs above our own, taking the time to fully understand their needs, and committing to help them reach their objectives by providing professional solutions and building long-term trusted relationships.


Values

We believe that successful wealth planning is a deeply personal, long-term and evolving process that involves a strong trusted relationship, a deep knowledge of financial techniques and the diligence and commitment to implement, maintain and adjust the plan over time.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

GI Monthly Cover October 2022Solar energy: Here comes the sun

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity. Read the full economic outlook in the latest edition of Global Insight Monthly.

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Meet the team

Learn more about the North Star Wealth Management Group.

Bulletin Board

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Latest Insights

Dry river bed

Receding liquidity exposes risks

Oct 06, 2022 | Frédérique Carrier

The receding tide of monetary liquidity is exposing long glossed over financial vulnerabilities and systemic risks. In this environment, we expect financial markets’ volatility to continue.

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headshots of Kelly Bogdanova and Tylar Lunke

Audio commentary: The election effect

Oct 06, 2022 | Kelly Bogdanova & Tylar Lunke

Kelly Bogdanova and Tylar Lunke discuss whether the U.S. midterm elections will be a pivot point for equities.

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