Meet the team

Learn more about the Poulin Wealth Management Group.

 

Helping you grow more than wealth

Our mission

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®

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

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

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

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Read more

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.