The best returns are more than financial

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.

Proud to work with a nationally recognized teammate

At The Di Chiaro - Bourgault Group, we are very proud that Financial Advisor Robert Bourgault has received the Forbes Best-In-State Wealth advisor award in 2022 and 2023. 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 Robert!

Global Insight Monthly

The 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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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.