Learn more about the Poulin Wealth Management Group.
It is my team’s commitment to develop a professional relationship and play a key role in helping you achieve your personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment portfolios, and we welcome it.
Together, our mission is to build trusting, lifelong relationships with those going through life-changing events and preparing for retirement. Providing sound independent professional advice and superior service. We are fully invested in you.
-Paul H. Poulin CFP®, CPM®, RICP®
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
See the impact of your money decisions before you make them, with RBC WealthPlan.
Get a second opinion—no cost, no stress and no obligation. In the end, we will help you gain a better understanding of your current situation and answer the question, “What am I missing?” Learn more here.
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
As Seen In Fortune, Entrepreneur & Time, read more here.
The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
