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 Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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.

Meet the team

Learn more about the Guided Summit Wealth Management Group.

 

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

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

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Latest Insights

The White House

Power tools

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

Read more

Let's start the conversation

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