Helping you grow more than wealth

Our mission

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®, RICP®

Second opinion service

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

GreenTech: Keeping it clean

Once, the green technologies theme was a niche that was “nice to have.” Now, we’re seeing a transformative shift to a clean energy world, and with it the next normal. We explore four key drivers underpinning the GreenTech growth prospects. Read the full economic outlook in the latest edition of Global Insight.

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 the Poulin Wealth Management Group!

 

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Helping families make thoughtful decisions beyond the scope of their investments. 

 As Seen In Fortune, Entrepreneur & Time, read more here

Latest Insights

Should equity investors be optimistic in 2021?

Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.

Read more