Helping you grow more than wealth

Our mission

It is our 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®

Meet the team

Learn more about the Guided Summit Wealth Management Group.

 

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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

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.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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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

Parents talking to child

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Family discussions should start early to successfully pass down both wealth and values.

Read more