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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

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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

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Emma Broos

Sales Assistant 2

July Tip of the Month 2024

How do stocks perform in election years?

Over the last 32 Presidential elections, the S&P has been negative 5 times year-to-date on election day.

That is a success rate of 78%.

Source: Bespoke Investment Group

June Tip of the Month 2024

Do you plan on donating to charity through your estate? In most cases, it is best to give IRA funds to charity, and non-IRA funds to individuals. Your heirs would owe tax on IRA funds, a charity will not owe tax on IRA distributions.

Source: Ben Joel

May Tip of the Month 2024

A “Transfer on Death” account is one way to transfer accounts at death and bypass the will. Advantages include the beneficiary avoids probate, and the transfer process is very simple. Another advantage is the beneficiary, in most cases, receives a 100% step up in tax basis, which eliminates any capital gain taxes. See your estate attorney for further details.

Source: City National Bank, What is a TOD Account, January 2024