The best returns are more than financial


Welcome

We strive to provide valuable wealth management advice to help give our clients long term financial security. We believe that an intellectual approach to investing provides a realistic basis to create, preserve, and transfer wealth.

With a strong commitment to active account management and client service, we enjoy working closely with our clients.

 

Investment philosophy

Our investment strategy begins with determining client needs through the wealth management planning process. By utilizing a core group of investment managers, we create portfolios that meet client’s specific investment needs. Active management of the portfolios consists of investment selection, monitoring, and potential allocation and position changes. It’s the high level of due diligence to which we credit our long term performance.


Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Global Insight: An old risk awaits offstage

A damaging surge in inflation is not in anyone’s forecast, including our own. But two conditions that have pushed inflation higher in the past are now present. Vigilance and preparedness are called for. Read the full economic outlook in the latest edition of Global Insight.

 

 

Interested in becoming a client?


We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.  Minimum new account requirement is $1,000,000.

 

Bulletin Board

Meet the team

Learn more about the Steele Point Investment Group