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 Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. 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

Latest Insights

Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Sep 10, 2024 | RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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Advisor and client talking

Credit where credit is due?

Sep 05, 2024 | Atul Bhatia, CFA

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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Federal Reserve building

Fed rate cuts on the horizon

Aug 30, 2024 | Joseph Wu, CFA

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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