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 Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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 The Seline, Rodriguez Wealth Management Group

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Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 | RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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Share your wealth wisely with gift-giving strategies

Apr 15, 2024 | RBC Wealth Management

Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.

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Man reviewing market information

Turbulent times call for calm, focused money management

Apr 15, 2024 | RBC Wealth Management

Turbulent markets often lead people to worry about their financial security, so it’s important to gut-check your emotions and remain calm and disciplined in your approach to investing.

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