Your wealth management team

At The Georgi/Barkley Group, we work with individuals and families to help simplify the complexities of wealth and build plans with purpose. Many of the relationships we manage today span generations, built on years of thoughtful guidance and personal connection.

We take time to understand what matters most to you and align your investment strategy to support it. Our team includes experienced financial advisors and CERTIFIED FINANCIAL PLANNER® professionals who collaborate to help provide clear, objective advice across every stage of life.

As part of RBC Wealth Management, we provide our clients with the access and resources of a global firm, while maintaining the close relationships and individualized guidance our clients rely on. 

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Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

529 plan account rollovers to Roth IRAs fact sheet
529 plan account rollovers to Roth IRA fact sheet

Meet the team

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Learn more about The Georgi/Barkley Group.

 

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

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