Helping you grow more than wealth

How we serve you

For the past 25 years, we have provided investment counsel to individuals, families and corporations. Our goal is to implement strategies tailored to the objectives of each client. Wealth management, estate planning services and stewardship are central to our team practice.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about P2LS Wealth Management Group. 

Latest Insights

Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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Let's start the conversation

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