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Mission statement

Progressive Portfolio Concepts was developed to form partnerships with our clients with the goal being to develop customized wealth management plans which exceed client objectives. An intrinsic part of our investment strategy is driven by our belief that well run organizations, with responsible corporate governance, which treat their employees and society at large with prudence and respect, are well positioned to outperform client expectations.


Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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