Dedicated to earning your trust

Our mission is to provide clients with dependable, accurate and honest financial advice for all of life's stages.

We understand the needs of affluent individuals, families, and business owners and we work diligently to help their financial picture aligns with their goals. 

Proud to work with a nationally recognized teammate

At The Columbia Group, we are very proud that Financial Advisor Mary Mathias has received the Forbes Top Women Wealth Advisor Best-in-State award in 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Mary!

Recognized as a Forbes Best-in-State Wealth Management Team in 2024

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your traditional or Roth IRA contributions before you file your taxes. You can make your 2023 contributions until April 15, 2024, and you may lower your tax bill. The limits are $6,500 or $7,500 if you’re 50 or older.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact us to discuss the possibility of maximizing your 2023 traditional and Roth IRA contributions before April 15, 2024.

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
Read more (SECURE 2.0 Act)

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

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

Read the Global Insight Monthly »

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

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Learn more about us

Latest Insights

Nuclear power plant

Nuclear getting the push it needs

Learn how nuclear energy fits into a responsible investing strategy.

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RBC Cash Sweeps Flyer

RBC Cash Sweeps Flyer
RBC Cash Sweeps Flyer

Having a trusted contact person is important

If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them. 

Connect with us today to add a trusted contact person to your account.

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