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

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in 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

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Want better financial health in the year ahead? Focus on these four things.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields