Building relationships into life-long partnerships


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Value statement

We provide a world-class and consistent client experience by combining each team member's unique area of expertise with the broader resources of RBC Wealth Management.

Many times we find that what investors want and need is very different from what they actually have.  Our job is to make sure that what our clients want, need, and have are one and the same.

We help our clients do three things and expect one in return.

We help them:

  • Simplify their lives with customized financial solutions.
  • Learn how to take advantage of opportunities while managing risk. 
  • Build and protect a legacy for the ones they love.

In return we expect:

  • To be the first phone call on anything financial.

Hope…is not an investment strategy

Thank you for taking the time to visit our website! Our website has been designed to introduce you to The JMS Group, which is comprised of Financial Advisors, Jim Renn, Scott Heck, and Investment Associate, Melissa Mergen. You will also be introduced to our wealth management practice as well as useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world.

We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, risk management through insurance.


Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team 

Learn more about The JMS Group 

Social Media

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Happy Father's Day to all the dads who enrich our lives with wisdom, love and guidance. Your influence shapes the future in profound ways. Today, we celebrate you and the countless ways you make a difference.

Did you know, family-owned businesses are a main contributor to the economy? Message me to discuss your business goals and help you plan for the future.

Congratulations to everyone who is graduating this month. The amount of planning and investment needed to make this happen is no small task and deserves to be celebrated!

Latest Insights

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Redder: Updating our U.S. Recession Scorecard

Jun 13, 2024 | Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Couple meeting with advisor at home

Streamline your savings: The strategic benefits of consolidating retirement accounts

Jun 12, 2024 | RBC Wealth Management

Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.

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