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.

Funny money: Is the future of fixed income fixed expenses?

The sub-zero interest rate experiment has changed the way central banks fight recessions. And with central banks going deeper down the rabbit hole of negative rates, we look at how investors can navigate the upside down world of negative-yielding debt. Read the full economic outlook in the latest edition of Global Insight.

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—–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

Corporate earnings growth forecast: Tepid, but sufficient

Oct 18, 2019 | Kelly Bogdanova

Several factors are constraining corporate profits this reporting season, but modest earnings growth should keep markets advancing.

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Global Insight Weekly

Is another trade dispute coming?

Oct 15, 2019 | Frédérique Carrier

Posturing ahead of U.S.-China trade talks frayed investors’ nerves, while another trade bout could break out as the U.S.-EU tensions heat up.

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