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®
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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.
As Seen In Fortune, Entrepreneur & Time, read more here.
Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.