The best returns are more than financial


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.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Interested in becoming a client?

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.


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Meet the team

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Learn more about the Steele Point Investment Group