Let us help you grow more than wealth


Value statement

Our mission is to provide our clients with a value-added experience in planning for their financial future when seeking to meet their financial needs. We are a group of qualified individuals who have joined together with one common goal; to provide a virtually unparalleled level of customer service to our clients. We believe that by working together, we are better able to guide our clients through changing environments and their evolving financial needs. Our ultimate goal is to help our clients achieve their objectives regarding their financial future.
 
We believe that trust is an important key when seeking to build long-lasting and mutually rewarding relationships with our clients. We seek to earn that trust by working closely with our clients to develop a comprehensive, long-range wealth management plan tailored to help them meet their individual needs. We conduct our business with high ethical standards and make it a point to treat our clients and each other with professional courtesy and respect. We are committed to providing the highest quality service possible and define our success by our clients’ success.

Preserve Your Legacy With Wealth Transfer Planning

Receiving an inheritance can be a difficult process at an emotionally challenging time—and our 2017 Wealth Transfer Report: Lasting Legacy found that most inheritors were generally unsupported and unprepared to receive an inheritance. That’s why it’s critical to have a comprehensive plan in place to provide guidance at a difficult time and help ensure that your heirs carry on your legacy for generations. Learn more about wealth transfer planning and contact us to discuss how We can help you preserve your wealth for generations.

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 our team

Learn more about The Totland Group.

 

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