Who we are

Our team name The Qualitative Analytics Wealth Management Group encapsulates the way we approach wealth management. We utilize extensive research and analytical rigor in determining the investment direction for our client’s portfolios. In addition, we believe it is critical to focus on the qualitative factors that not only effect our client’s investments but that also impact their family, their business, their community and their legacy.

Our approach to wealth management

Our clients have, in most cases, spent a lifetime building their wealth. They look to us to provide an effective balance of careful planning and confident decision making to help preserve their financial wellbeing and prepare for the next stage of their lives. We believe that each client’s personal and financial circumstances are unique.

Consequently, we develop a customized wealth plan designed to help each client meet their long term goals and objectives. The wealth plan serves as our roadmap in crafting a client’s investment strategy. Our client portfolios are not standard models, instead they are tailored specifically for each client, to meet their individual needs. We feel our customized approach allows us to manage assets tactically, tax efficiently and to most effectively match our client’s investment objectives.

We also place great emphasis on excellent client service. Our client’s take comfort and have confidence in knowing they have an experienced team of wealth managers and client service professionals who know them personally and are readily available to assist with any of their financial service’s needs.

Latest Insights

rear view of paddles in canoe going down river

Low rates and easy central bank policy: A solution turning into a problem?

Nov 25, 2019 | Thomas Garretson, CFA, Mikhial Pasic, CFA

As central banks turn to the well-worn easy money policy playbook, we ponder the limits to these policies and whether they may cause future problems.

Read more

Bulletin Board

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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.