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 - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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.

 

Bulletin Board

Meet the team

Learn more about the Steele Point Investment Group