Retire from work, not life

How we serve you

Our focus as financial advisors is centered on helping individuals build, preserve and transfer wealth. We work with you to create and implement wealth management strategies that allow you to grow your assets and have the resources to enjoy the life you are working to have. Additionally, we provide our clients with retirement planning and business succession solutions for those with group practices and partnerships.

Investment philosophy

We have always believed that risk management is central to the overall portfolio management process. Because markets move so quickly in today’s fast-paced environment, we believe the best way to invest is by utilizing tactical asset allocation. This allocation is a more dynamic, forward-looking form of investing that seeks to expose investors to capital building and to capital preservation opportunities.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

Let's take the next step together

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

Meet the team

Learn more about the Stike Wealth Management Group

Latest Insights

The credit market’s message: Recession fears may be overblown

Credit markets continue to signal that there are few recession risks on the horizon, but that may be because central banks are back with a vengeance.

Read More

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