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.

With change comes questions

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

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 »

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

Learn more about the Steele Point Investment Group