Our investment process

By working with the Kulesa Group your service goes beyond us just recommending stocks, bonds and mutual funds for your accounts. We take a proactive approach to wealth management that revolves around the handling of your financial assets and our investment process is shaped by these four objectives:

• Provide active management of client portfolios
• Provide proactive client service with personalized advice
• Manage the tax implications of your investments whenever possible
• Work with your CPA and attorney to bring together a comprehensive plan of action

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

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.