Year-end checklist

RBC Wealth Management put together a list of important year-end planning topics to review—including: tax-sensitive strategies, ways to boost your retirement savings and charitable giving tips—for success in the new year.

> Review the checklist

Taking a few moments to plan ahead can help you take advantage of potential opportunities to grow your wealth and get you one step closer to reaching your goals. Contact us today to discuss how we can be of service to you.

Welcome to our website

In a market saturated with comparable financial advisors offering a secure path to wealth and supposed insight into future finances, the Harbison Group provides a refreshing and unique balance. Between a thorough understanding of economics, an objective approach to wealth management planning, and a true willingness to understand your goals, our team works as a family — for your family — and offers a novel combination of these pillars to your success:

  • A systematic advisory process from the first discussion through retirement and onward
  • Objective, calculated evaluation of the market and client needs
  • A focus on educating clients and walking them through the financial fundamentals and the process of managing their family’s future
  • Unparalleled attention to in-person service
  • State-of-the art tools and methods to complement the foundation of financial and decision-making fundamentals
  • A cross-functional and fully integrated team with the expertise to create personalized solutions and strategies
"Always earning the right to be our clients' first choice and trusted partner."

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

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.

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Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.