Possibilities. Life is full of them.

We put the financial pieces together so you can focus on things that are most important to you. Our process is holistic, comprehensive and collaborative with access to a global platform of non-proprietary products and services.

The primary services we offer are:

  • Discretionary investment management
  • Institutional investment consulting
  • Wealth planning, including:
    • Retirement planning
    • Education funding
    • Estate planning
    • Charitable gifting
    • Enhancing your lifestyle
    • Life insurance and long term care insurance planning
  • Access to private banking and credit services through City National Bank
  • Access to RBC Capital Markets services and products

Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Austin, TX office

300 West 6th Street, Suite 2200
Austin, TX 78701

Minneapolis, MN office

250 Nicollet Mall, Suite 2000
Minneapolis, MN 55401

Global Insight Monthly

GI Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more in Global Insight Monthly

Take the next step

For more information on the Lambert Dickson Group, please contact us.

Meet the team

Learn more about The Lambert Dickson Group.

Latest Insights

Graduate with diploma hugging parents

College funding: It’s a family affair

Mar 13, 2026 | RBC Wealth Management

Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.

Read more

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