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 Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  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

Man looking at financial data

The push and the pull of U.S. earnings

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Let's start the conversation

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