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®
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »
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 cryptocurrency carries considerable risk and is a ripe environment for scammers.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
