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.

Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected

      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. 

      Latest Insights

      London skyline

      One year in: The Labour Party’s report card

      For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

      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.