Let us help you grow more than wealth

Value statement

We work with our clients and their families to create personalized wealth management or investment plans to help them accomplish their life long dreams. We listen to our clients to gain a full understanding of their goals. Then, together, we can create strategies to help them work towards their vision of financial security.

Investment philosophy

The core of our investment philosophy is based on reducing volatility and limiting downside risk in our clients’ portfolios. This approach starts only with a full understanding of our clients’ unique return objectives, risk tolerance levels, investment constraints (time horizon, liquidity needs, and tax status, among other factors) and need for capital appreciation. The three tenants to portfolio management we adhere to are: The use of prudent and high quality investments vehicles, Asset Allocation based on Modern Portfolio Theory, and Rebalancing of portfolios.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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 our team

Learn more about the St. Paul Wealth Management Group.

“Coming together is a beginning. Keeping together is progress. Working together is success.” – Henry Ford

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