Building relationships into life-long partnerships


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Value statement

We provide a world-class and consistent client experience by combining each team member's unique area of expertise with the broader resources of RBC Wealth Management.

Many times we find that what investors want and need is very different from what they actually have.  Our job is to make sure that what our clients want, need, and have are one and the same.

We help our clients do three things and expect one in return.

We help them:

  • Simplify their lives with customized financial solutions.
  • Learn how to take advantage of opportunities while managing risk. 
  • Build and protect a legacy for the ones they love.

In return we expect:

  • To be the first phone call on anything financial.

Hope…is not an investment strategy

Thank you for taking the time to visit our website! Our website has been designed to introduce you to The JMS Group, which is comprised of Financial Advisors, Jim Renn, Scott Heck, and Investment Associate, Melissa Mergen. You will also be introduced to our wealth management practice as well as useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world.

We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, risk management through insurance.


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.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team 

Learn more about The JMS Group 

Social Media

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The IRS has announced higher 401(k) contribution limits for 2025. Here’s what savers need to know....

IRS announces 401(k) contribution limits for 2025

Planning for your financial future? The IRS just released the 401(k) and IRA contribution limits for 2025. It’s crucial to know these figures as you map out your retirement savings. Let’s discuss how to maximize your contributions and secure a comfortable future.

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Thank you to all who have served our country! May you truly feel appreciated this Veterans Day.

Did you know long-term care planning doesn’t need to be an afterthought or a worst-case scenario? Talking about it with your family earlier can reduce stress and maximize your quality of life now.

Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 | Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Foo dog and Shanghai Harbor

The end of China’s challenging chapter?

Oct 31, 2024 | Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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