Let us help you grow more than wealth

Value statement

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.

Investment philosophy

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:

  • Diversify their portfolios’ through asset allocation, the most important investment determinant for long term investment return and risk.
  • Customize investment strategies consistent with their long-term goals and objectives
  • Manage risk in relation to managing return.
  • Protect their wealth from unnecessary capital gains and estate taxes through proper coordination with attorneys and CPA’s
  • To have a plan for adequate joint life retirement income.
  • To closely understand their life values for wealth transfer strategies.

 

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 »

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.

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Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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