Our most treasured asset is our clients’ trust


Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Our approach to investing

Planning for your financial future doesn't need to be complicated. We believe in a simplified, customized approach that keeps your immediate and long-term goals as the main focus. In our opinion, the most effective way to capitalize on the market is to be fully invested across a broad and diversified range of asset classes, and to utilize fixed income to manage market volatility. In addition to this, we also believe in the crucial need to be conscious of taxes and their effects on a portfolio.

Our team has a high level of experience in generational wealth transfer and estate planning. We want you to feel confident that in addition to growing your wealth, we will help you protect and pass it on to the people and organizations that matter most to you.

We strive to be your number one resource for anything related to your finances. As we work with you on your wealth management plans, it is important to discuss any issues that may impact your financial picture. These topics include, but are not limited to:

  • Portfolio management
  • Retirement income planning
  • Life & long-term care insurance
  • Education planning
  • Estate & Trust planning
  • Wealth transfer & Inheritance strategy planning
  • Qualified plan & IRA Distribution strategies
  • Establishing a family budget

If you are interested in learning more about any of these issues, please contact us to set up an initial meeting. We look forward to learning how we can be of help to you and your family.

Questions?

If you are interested in meeting with us, please let us know! This meeting is complimentary and designed for prospective clients to learn more about our group and our wealth strategies. To request an introductory meeting please e-mail Sammy at samantha.aronson@rbc.com.

Meet our team

Learn more about the Sikich Wealth Management Group

Latest Insights

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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