Welcome to the Tempel-Reser Wealth Management Team website

Our team provides comprehensive wealth management solutions for families and businesses.

Our objective is to provide our clients with a knowledge base to form realistic expectations for portfolio return. The foundation of our practice is the client. Service is our top priority. We learn what our clients need, and while we address their risk tolerance we lay out the systems, procedures and methods necessary to achieve those needs. Our practice is run with the same level of integrity that we expect in our personal business relationships.


Service is our top priority


Investment philosophy

It is our goal to provide quality service aimed at building the net worth of our clients. The cornerstone of our investment philosophy is to preserve capital and to reduce risk. We achieve this by becoming your comprehensive wealth manager.

We will consistently strive to observe the highest professional and ethical standards and constantly seek ways to improve service while increasing our client’s wealth.


How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

U.S. recession scorecard update

In our view, an equity investor’s principal focus should be on the U.S. economy—the world’s largest and the one that sets the rhythm and tone for much of the developed world. A U.S. recession has usually been bad news for other economies and equity markets. Every U.S. recession has been associated with a bear market for U.S. stocks—and for most other equity markets. Read the full economic outlook in the latest edition of Global Insight.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.

Meet the team

Learn more about the Tempel-Reser Wealth Management Team.

Let's start the conversation

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Latest Insights

Are markets playing catch-up to the Fed?

Jan 14, 2022 | Thomas Garretson, CFA

Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes over the long run.

Read more
Image of a woman shifting gears in a car

Audio commentary: 2022 - A year of shifting gears

Jan 13, 2022 | Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

Read more