Pillars of experience

Client wealth management

Our passion is to help guide you in all aspects of life in order to achieve your goals and dreams.  We aim to increase your wealth in a tax efficient manner while managing risk and responding to impactful economic events and trends.

Professionals in retirement plans

Our process and vast experience make us uniquely qualified to address your retirement plan strategies.  As retirement plan advisors, we feel participants should be able to retire in a dignified manner, and plan sponsor’s plans should not be subject to undue risk in helping participants pursue this worthwhile endeavor. We work with you to devise a retirement strategy meant to put participants on track to retire, and protect the plan sponsor from fiduciary risk.

Endowments and foundations

Nonprofit endowments and foundations must reflect the specific goals and interests of the organization to help meet their fiduciary obligations. With our experience working with nonprofit finances and investments, we understand what it takes to invest in a responsible fashion.

Our mission

Collectively, the Falcon Group has more than 100 years of experience guiding clients to financial freedom.  We value sincere and trusted relationships with our clients throughout all stages of life. We care deeply about what is important to you, as your goals and dreams are what matters most. Our mission is to improve your quality of life and help deliver financial security with your best interest at the core.  

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Let's take the next step together

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