Trident Wealth Solutions Group - RBC Wealth Management

Our mission

Our mission is to be trusted advisors through providing meaningful investment and wealth planning solutions that are consistent with our clients short-term and long-term needs and aspirations.

How we serve you

We build client wealth through recessions and expansions, market crashes and bubbles, fear and euphoria. Planning for today, helping protect your tomorrow and preserving your family legacy is the “North Star” of our practice

Our team believes in:

Hard work
Understanding your needs as our client
And meeting your needs in a personal and professional manner

For you, the client and your family, these beliefs lead to customized solutions, enhanced wealth – retirement and legacy planning strategies. The result you can expect is a personal wealth plan that aligns investment strategy with your lifestyle needs.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

Moody's Aa1 and A1 / stable⁴
Standards and Poor AA- and A/stable⁴
Fitch Ratings AA+² and AA-³ / stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

<ol> <li>RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.</li> <li>Ratings (as of May 27, 2026) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.</li> <li>Ratings (as of May 27, 2026) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.</li> <li>Ratings outlook.</li> </ol>

Global Insight Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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 the team

Learn more about the Trident Wealth Solutions Group.

Jim Wozniak, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Director

David Morris, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director

Steve Ticcioni, CFP®, CPA*, MBA

Vice President - Financial Advisor, Portfolio Director

Rob Kuehn, CFA, CFP®

Senior Investment Associate

Latest Insights

The earnings anchor

Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.

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