The Peninsula Capital Investment Group is a team of trained and proven investment professionals who are dedicated to providing customized wealth management solutions to our clients. Our team works with high net worth individuals, families, foundations, small businesses and corporations to help them achieve their financial goals.
Our wealth management process begins with understanding each client’s unique needs and developing an appropriate risk profile. The profile is used to create a basic asset allocation and to select an appropriate investment strategy. Once a client has embraced a sound asset management strategy, the focus moves to creating a comprehensive wealth management plan including retirement planning, tax analysis, insurance needs and estate planning.
While prudent asset management is vital and planning plays an important role in wealth management, these activities have to be integrated to align financial resources with life’s goals. The Peninsula Group has relationships with leading estate planning attorneys, insurance brokers and accountants for coordination and seamless delivery of world-class expertise as part of its wealth management process.
As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
The outcome will impact U.S. trade, foreign, and regulatory policies. We look at the repercussions for the EU and UK as well as portfolio strategy.
Learn more about the Peninsula Capital Investment Group
February 4, 2020
Daily Market View
October 6, 2020
September 3, 2020
Global Insight Weekly
August 13, 2018
Municipal Market Insight