Thomas J McCausland III

Let us help you grow more than wealth

Value Statement

I help to simplify the challenges and complexities of wealth throughout the cycles of my clients’ lives. In a world of increasing impersonalization and prepackaged solutions, I seek to create value with my clients by understanding the unique circumstances of their families, businesses and charities. I help my clients answer these questions: “Do I have enough saved?” and “Do I have any blind spots in my plan?”

Every client will answer those two questions differently. For this reason, I use careful listening to help my clients develop a plan specifically tailored to help achieve their financial goals.

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 I do. I often help my 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 me today to discuss how I can help you reach your goals.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.