How we serve you

As financial advisors, our role is to help you use your wealth to achieve what is most important to you.  This may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member or retiring ten years early - the list is endless, and the decision is uniquely your own.

Together, we explore your aspirations and the life you envision.  We work with you to translate your goals into a personalized investment strategy.  And then, drawing on the team's experience and perspective, we structure an individual portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success.

In short, your goals become our focus, and achieving them becomes a commitment that we share.

At the Sullivan Group, we focus on understanding your personal concerns, priorities, and circumstances, so that together we can develop a careful, comprehensive wealth management strategy.  Because in the end, we're not just helping you accumulate wealth; we're helping you create a legacy.

Our mission

As trusted advisors at RBC Wealth Management in Southpointe, we provide personalized wealth management services to both families and organizations with dedication, integrity and enthusiasm.

Our vision

At RBC Wealth Management in Southpointe, we will continue to develop personal “high touch” relationships with individuals who become lifelong clients. Our clients come from all walks of life, but all recognize the value of professional advice. However, we provide the greatest value working with individuals of high net worth and those experiencing a life-changing event.

Our values

  • Outstanding client service
  • Integrity and trust
  • Teamwork
  • Dedicated, professional and hardworking
  • Commitment to family
  • Enthusiastic in perseverance and commitment to excellence

Proud to work with a nationally recognized teammate

At The Sullivan Group we are very proud that Financial Advisor Deborah Sullivan was named a Forbes Top Women Wealth Advisor in 2022 and a Forbes Best-In-State Wealth Advisor in 2022. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Deborah!

Debbie's path

Sullivan Group advisor Debbie's career aspirations started with thoughts of becoming a doctor and healing people's health. But her path evolved quickly, and today she finds gratification in "healing people's finances" as a financial advisor.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Prosper US Fall 2022 CoverRead the latest from Prosper•US

The fall edition of RBC Wealth Management’s Prosper·US magazine is now available! This issue showcases our unique culture at RBC Wealth Management and features stories from the women of RBC, who share reflections on the 50th anniversary of Title IX, personal charitable giving journeys, and more. Read the Fall 2022 edition.