Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Portland Square Wealth Management Group is a full-service investment practice focused on the life and wealth planning needs of affluent families and individuals. We place the highest importance on our responsibility to assist our clients with the accumulation, preservation, and transfer of wealth. We are committed to the integrity and quality of our practice while always putting our client's interest first.
Conceptually, the investment philosophy of Portland Square Wealth Management Group can be thought of as delivering wealth management consistently through five steps: understanding, analysis, solutions, delivery, and commitment. Through this process, we coordinate the application of financial, estate and investment planning services for our clients. This process results in an investment plan that strives to take advantage of every opportunity for growth, while protecting our clients’ wealth from undue risk. We remain long-term partners with our clients – providing on-going monitoring of their investment portfolios, and periodic assessment of their plans to assure that they continue to be appropriate for their circumstances. Portland Square Wealth Management Group has a shared vision to work with clients to:
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
July 10, 2023
Investor's Edge
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
