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.

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. 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

Audio commentary: Checking in on U.S. bank stocks – A conversation with Gerard Cassidy

Mar 31, 2020 | RBC Wealth Management

A conversation with Gerard Cassidy, Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, RBC Capital Markets

Read more

Latest Insights

Pointing at graphs on tablet page

Six wealth planning strategies for turbulent markets

Mar 27, 2020 | RBC Wealth Management

How investors react during these periods of decline is critical to their long-term success.

Read more