Investing in the future

In the post-covid world, passive investing through ETFs will only work for a portion of your assets. Experience the difference of working with a professional advisor that has over 26 years of market experience. I carefully design custom portfolios that are dividend focused. By investing in individual companies, in essence, you really know what you own.

Helping you grow more than wealth

Service for valued clients

RBC Wealth Plan

Are you on track to achieve your goals? Have you taken time to prioritize your goals and identify what you can do to maximize your resources? Do you need help bringing your goals to life? Let us help you organize and prioritize your life goals. With RBC Wealth Plan, we can help you create and execute a road map to keep you on track to achieve your goals. Visit our RBC Wealth Plan page to get started and learn more.

 

Become a client

We want to get to know you. Without obligation, we'll run a complimentary Retirement Goals Assessment. Put us to the test & experience the difference of working with a professional advisor.

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 Uptown Wealth Solutions Group

Latest Insights

Capitol building at sunset

Midterms and the market: Welcome back, gridlock

Nov 18, 2022 | Kelly Bogdanova

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

Read more