Strengthening your financial security

Welcome to our website

We provide wealth management solutions to individuals, families and business owners to help them reach their financial goals by combining knowledge, personalized service, and integrity. Creating financial security and peace of mind for your family is of great importance to us. Our goal is to be a resource for all of your financial needs.  

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Wondering what to do with your retirement plan?

When you leave your employer, you have several choices to make with your retirement plan. You can roll it into an IRA, move it to a plan with a new employer, keep it in your former employer’s plan or take your distribution in cash. Learn more by reading about the  RBC Rollover IRA .
 

Contact us

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Meet the team

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Learn about The Stocker Team

 

Latest Insights

Frédérique Carrier and Kent McClanahan

Audio commentary – Worlds Apart: The chip industry's reshoring revolution

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

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