What is your True North?

True North. It boldly reflects pride in our Minnesota home, but it’s much more than that. Wherever you are in your financial life, you have a True North—the culmination of the financial goals you’re moving toward. It’s driven by your values and aspirations. Your True North is unique to you; no one else has the same path.

Our passion is helping our clients reach their True North, which for most people involves preparing for—and making—a retirement transition. Some people call it reaching financial independence, or the point when you can work because you want to, not because you have to. It’s a time when your money needs to work differently for you. During your saving years, market volatility can be your friend. That all changes when it’s time to draw income from your investments. We firmly believe the strategies that get you to retirement aren’t the strategies that will get you through retirement, and we’ve developed our planning process to help you through this transition.

We’re financial planners and investment managers. Guided by our time-tested contrarian investment process, we continually research and uncover undervalued—and often little known—investment ideas. Over time, our clients have seen how value investing can result in solid returns. For clients who seek income from their investments, we invest in dividend paying stocks, fixed income, and other creative solutions. And we benefit from the assistance of our industry-leading equity and fixed income strategists in our Minneapolis and New York City corporate offices, with whom we collaborate frequently.

The True North Investment Group of RBC Wealth Management is your compass. We’ll keep you on track to meet your financial goals. Call us today to get started on the path toward your True North.

 


A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

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.