How we serve you

The Joel Group at RBC Wealth Management develops personalized strategies and solutions to address the needs of our clients. We guide multiple generations of families in managing the business of life. Through a personal approach, we help you and your family accomplish your goals.

Proud to be a national award-winning advisor

At The Joel Group, we are incredibly proud that Ben Joel is a recipient of the 2021, 2022, 2023, and 2024 Forbes Best-In-State Wealth Advisor as well as an Advisor Hub - Advisor to Watch in 2022. 

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Bulletin board

The millennial mindset

Rewriting retirement Cover imageWhen it comes to finances, millennials tend to prioritize planning for long-term wealth, making a difference in the world and retiring early, according to a recent RBC Wealth Management survey. Read the survey report to learn more about the millennial mindset. 

Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact us to discuss your retirement plan.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

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.

image of Ben Joel

Ben Joel

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Harrison Gerber

Registered Client Associate

Emma Broos profile picture

Emma Broos

Investment Associate

December Tip of the Month 2024

Stock market volatility has been lower than normal in 2024. Through October, there have been 41 days of moves up or down of 1% in the S&P 500. The last 10 year average is 53 days (through October). There have been 5 days of 2% moves in 2024, vs the 10-year average of 13 days.

Source: RBC Capital Markets

November Tip of the Month 2024

Since 1972, the S&P 500 has averaged a 1.5% gain the 3 months before Election Day, and a 5% gain 3 months after Election Day.

The two notable exceptions are the 2008 financial crisis, and the 2000 disputed election.

Source: Hartford Funds

Past performance does not guarantee future results. It is not possible to invest directly in an index.

October Tip of the Month 2024

There has recently been a major leak of social security numbers. One of the best ways to protect yourself is to freeze your credit. To do this you must notify each of the three credit agencies separately. You can unfreeze your credit at any time. To freeze, go to the websites for each credit agency listed below:

Experian – https://www.experian.com/freeze/center.html

TransUnion – https://www.transunion.com/credit-freeze

Equifax – https://www.equifax.com/personal/credit-report-services/credit-freeze/

Source: Wall Street Journal 9/4/24

September Tip of the Month 2024

A study found that nearly one third of clients who rolled over funds into an IRA at a discount brokerage in 2015 were still in cash 7 years later.

These folks need an advisor!

Source: Wall Street Journal 7/23/24

August Tip of the Month 2024

The returns in the stock market have been similar under both Democratic and Republican administrations.

Since 1900, the median return under Democratic presidents has been 7.7% annualized.

Under Republican presidents, the median return has been 7.9% annualized.

Source: Bespoke Investment Group