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 - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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

Red, yellow, green

U.S. Recession Scorecard: Slow going

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

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Let's start the conversation

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