Personal relationships. Global resources.


Welcome to our website

We help create financial security and peace of mind for individuals and their families. Our commitment is to provide trusted advice and exceptional service to all of our clients. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation click on Contact.

Meet the team

Learn more about the Roe Wealth Management team here

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Latest Insights

woman with iPad and credit card

Keep your holiday shopping merry by warding off fraudsters

With so many transactions taking place, the holiday season is prime time for criminals.

Read more

"The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people."

Warren Buffet


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