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.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.
Learn more about the Peninsula Capital Investment Group
March 18, 2021
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August 1, 2022
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