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®

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.

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      Latest Insights

      Businessman with umbrella

      H1 2025 equity recap: Business as unusual

      While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

      Read more
      Disclosures

      Paul Poulin is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, WA.

      Paul Poulin, NMLS # 1886653 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      Kathleen Ringler is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VT, WA.

      Read additional advisor disclosures.