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.  

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s 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.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI 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.

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