Strengthening your financial security

Investment philosophy

As financial advisors, we tailor wealth management plans around our clients’ current situation as well as their long term goals. Having a solid plan in place helps provide our clients with financial peace of mind and the freedom to focus on their career or simply enjoy life. With more than 30 years of industry experience, we have been through historic bull and bear markets. With consistent communication, we believe we can help our clients reach their goals, regardless of market conditions.

There is no magical formula to money management. Adapting to change, however, is critical to both advisor and client. Having said that, virtually all asset classes, investment styles and modern portfolio theory are viable in building and maintaining wealth.

Helping you plan for your financial future

RBC WealthPlan helps develop your personal plan using a conversational approach. Through this planning conversation we can better understand your current financial situation, identify your life goals and determine what steps you can take to meet them. Plus, it offers you the ability to weigh certain decisions and determine what is best for you and your family. With RBC WealthPlan, together we can create a personal analysis based on your vision for retirement.

See how an RBC WealthPlan analysis can help you produce the outcomes you want.  

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

Meet the team

Learn more about The Arkinson Group.

RBC Cash Sweeps Flyer
RBC Cash Sweeps Flyer

Bulletin Board

Take 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, contact us.

Latest Insights

Woman reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

Mar 28, 2025 | Robert Sluymer, CFA, technical strategist

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

Read more
adult daughter talking to senior mother

How to talk to your parents about their estate plan

Mar 25, 2025 | RBC Wealth Management

Conversations about values and wishes for their estate are as important as the planning itself.

Read more
Man looking out the window on a rainy day

How to prepare for natural disasters: Increase your financial resilience in case the unthinkable happens

Mar 24, 2025 | RBC Wealth Management

Four financial must-haves to help safeguard your assets against the unexpected.

Read more
Disclosures

Frank P Arkinson is currently registered to conduct business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, IA, IN, KY, MA, MD, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI.

Julie Garcia is currently registered to conduct business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, IA, IN, KY, MA, MD, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI.

Read additional advisor disclosures.