Let us help you grow more than wealth


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 Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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.

Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Read more