Why us?

As our client, we are committed to helping you achieve and maintain financial success. By understanding what is important to you, we take great care to provide comprehensive wealth planning services and customized investment strategies to help create and preserve your wealth. We aim to provide the highest standard of professionalism, integrity and advice to our clients, to serve as the ultimate resource for your personal, family and business needs.


 

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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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 The Seline, Rodriguez Wealth Management Group

Latest Insights

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.

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Business meeting

Is 2025 the beginning of a small-cap renaissance?

Jan 24, 2025 | Kyle Bergacker, CFA

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

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People discussing business finances

Transform behavioral finance insights into a competitive advantage for your business

Jan 23, 2025 | RBC Wealth Management

Understanding behavioral finance may be a strategy to help advance your business goals in our evolving financial landscape. Read more in this Investor’s Edge.

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