A multi-generational approach to wealth management

Wealth forecasting and management

We provide wealth management for all dimensions of life. As a family team with RBC Wealth Management, we take a multi-generational approach to serving our clients and their families. With more than 70 years of combined experience guiding clients through numerous different market cycles and life transitions, we know that wealth management is not just about accumulating assets, it is about forecasting, protecting and preserving — now and for generations to come.


Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact us for more information.

IRS extends tax-filing and IRA contribution deadline to July 15

Taxpayers now have an extra three months to file and pay their taxes. Because the date for filing federal income tax returns has been extended, the deadline for making contributions to your IRA for 2019 is also extended to July 15, 2020. Contact us to learn more.

The best returns are more than financial


A U-turn for the auto sector?

It wasn’t that long ago that the auto sector was on an open road to the car of the future. But will the gauntlet of potholes left by COVID-19 cause the sector to swerve? Where is the auto sector going from here, and what does that mean for the prospects for autonomous and electric vehicles?
Read the full economic outlook in the latest edition of Global Insight.

 

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Become A Client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet the team

Learn more about The DiChiaro Bourgault Group.

Latest Insights

How long will the economic recovery take?

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

Read more

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