At The Tailored Portfolio Management Group at RBC Wealth Management, we recognize that no two investors are alike. That is why we consult one-on-one with our clients — so that we may evaluate and understand their unique circumstances, goals, and aspirations. The result is a personalized investment portfolio designed specifically to meet each client’s needs. Every team member combines experience, knowledge, and dedication with the extensive breadth of services offered by RBC Wealth Management to build strong client relationships.
At The Tailored Portfolio Management Group, we are very proud that Financial Advisor Jeffrey Horn has been named an AdvisorHub Advisor to Watch in 2022. It’s an honor to have a nationally recognized teammate—because it means we are serving our clients well. Congratulations, Jeffrey!
The Tailored Portfolio Management Group was also named a Forbes Best-In-State Wealth Management Team in 2023 and 2024.
Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »
Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits:
To get started, sign in to your personal accounts in the upper left-hand corner of my site, and click on the Go Paperless! link in the In The Spotlight section of the homepage to get started. Please contact me if you have questions, or call 1-800-933-9946 for technical assistance.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The Tailored Portfolio Management Group.
We are all saddened by the passing of Don. He was a special person, exceptional financial advisor, passionate philanthropist, great leader, mentor, and friend to all he knew. We admired and respected his professionalism at work, his dedicated service to the community, support for the military and police, his care he extended to his clients and for the love that he showed to his family and friends. Don was enormously proud of his work, and his team is dedicated to carrying on his legacy. Our sympathies go out to his wife, Kat, his family, and all who loved him like we did. He will be forever remembered for his kindness, his generosity and his spirit of true compassion.
Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.
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