The best returns are more than financial


About our team

The Souligny Wells Group has built long-lasting relationships by delivering comprehensive advice and guidance, personalized portfolio construction, life insurance and education planning, as well as partnerships with trusted professionals that properly address tax matters, trust and estate services, and fiduciary duties. With a truly holistic approach to wealth management, the team partners with a diverse group of private and commercial banking clients to help them reach their financial goals.

The Souligny Wells Group proudly serves an accomplished clientele ranging from successful business owners and key executives of well-established companies, clients who are in their final stages of employment and planning for retirement, to recently retired and elderly clients seeking to fully enjoy their free time without concern for their financial matters. In addition, they also serve as the sole financial advisors for select foundations and religious organizations, as well as managing 401(k) plans for several corporate clients.

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet the team

Learn more about The Souligny Wells Group.

Latest Insights

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

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.

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