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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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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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

Mountain reflection in water

Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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