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 Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Meet the team

Learn more about The Arkinson Group.

RBC Cash Sweeps Flyer
RBC Cash Sweeps Flyer

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

Man checking stocks on phone

Rally realities

Apr 12, 2024 | Kelly Bogdanova

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Read more
Stock analyst at night

2024 earnings: The likely convergence of the “haves and have nots”

Apr 04, 2024 | Kelly Bogdanova

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

Read more
group of people hiking

High expectations for U.S. equity markets

Apr 03, 2024 | Jim Allworth

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

Read more