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.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Proud to work with a nationally recognized teammate

At The Totland Group, we are very proud that Financial Advisor DJ Totland was named a Forbes Best-In-State Wealth advisor in 2022 and 2023 and an Advisor Hub - Advisor to Watch in 2022 and 2023. 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, DJ!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Meet our team

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Learn more about The Totland Group.

 

Latest Insights

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Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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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.