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.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Advice 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
  • Standard & Poor's 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

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  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.

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Quinn Shamlian, AWMA®, CRPS®

Managing Director - Financial Advisor, Portfolio Manager - Portfolio Focus
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John Shamlian, CIMA®, CRPS®

Managing Director - Financial Advisor, Portfolio Manager - Portfolio Focus
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Deborah Goode

Associate Vice President, Senior Financial Associate
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Kristin Housler

Associate Vice President, Senior Financial Associate
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Dianne Angelo

Senior Registered Client Associate

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The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Let's start the conversation

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