Small town services with global resources


Dedicated to earning your trust

Our team is committed to providing families and business owners with strategies and investment opportunities designed to create and preserve wealth. We maintain a conservative investment philosophy while tailoring plans specific to each client’s individual financial needs. We pride ourselves on establishing long-lasting relationships by building trust, providing high level service, and maintaining the highest ethical standards.


What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly

Meet the team

Learn more about The Yingling Group

 

Let's start the conversation

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Latest Insights

Businessmen

Has the Fed won the war on inflation?

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

Read more

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In honor of Martin Luther King Jr. Day, join us at RBC Wealth Management in striving to help achieve Dr. King’s vision of equality for all people.

Financial well-being is a common New Year’s resolution. Learn how you can take steps to pursue your financial resolutions in the new Investor’s Edge. https://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

Has it been a year since you last reviewed your financial goals? Be sure to review frequently to help confirm your wealth plan is on track.