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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If you’re 60-63 years old, you can now save more for your retirement. Let’s connect today on your catch-up contribution limits.

Our hearts are with everyone impacted by the devastating wildfires in Southern California. To help support our communities, RBC, together with City National Bank, announced a donation of $3 million to charities providing resources and assistance. https://www.rbc.com/newsroom/news/article.html?article=125969

Did you know that finances and health go hand-in-hand? Just as investment strategies depend on your age and goals, health considerations change with age too. Let’s talk about how your wealth plan can complement your health goals.

Latest Insights

Man filing taxes on laptop

Filing your taxes: Protect yourself from fraud during tax season

Feb 03, 2025 | RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

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Inventory management

Will investors see a pause in rate cuts, or the end?

Jan 31, 2025 | Thomas Garretson, CFA

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

Read more