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Value statement

The DePinto Group develops investment strategies that are based on the specific needs of our clients. We work with successful individuals, families and small business owners that are seeking to accumulate assets for retirement, saving for a child’s future college expenses, generate a reliable source of income from their portfolio, or who desire to grow a portion of their estate for their heirs or an endowment. The DePinto Group builds individual portfolios that incorporate investments across a diversified range of equities, fixed income securities, alternative assets and insurance solutions that are tailored for the specified time horizon and tolerance for risk of each client.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

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How a family mission statement can help with your wealth transfer plan

Working with your family to develop a wealth mission statement can chart an intentional course for the future.

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City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

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