Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Latest Insights

Road curves ahead sign

How tariff policy unpredictability is rippling through U.S. Treasury bonds

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Read more

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.

Meet the team

Learn more about us. 

Contact

The Pathfinder Group

530-806-1316
rory.greek@rbc.com
RICK

Richard Hill

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
RORY

Rory Greek, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Reeder

Elizabeth Shackelford

Client Associate