Helping you grow more than wealth

How we serve you

The Shamlian Group works with a select group of clients to help them build, manage and protect their wealth through all of life’s transitions—planned and unplanned.

The group’s goals-based planning process takes a holistic approach that learns and understands all aspects of a client’s life to develop an effective plan with portfolio assets to support this.

The Shamlian Group is composed of a dedicated team of long-term associates. This same team has given their clients decades of superior service and the highest level of communication.

Founded by John Shamlian in 1983, the group is now led by John’s daughter, Quinn Shamlian, who started working in wealth planning and investments management in 2009. The Shamlian Group is located in DeWitt, New York, and works with clients across the United States.

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
• Standards and Poor 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 Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in 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.