Alone is harder. Together is better.

 

COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

Audio commentary: Coronavirus developments and market impact

As the COVID-19 situation continually evolves, this is a period of great uncertainty for all of us. To help make sense of these difficult times, we’re having a conversation with Janet Engels, Head of the Portfolio Advisory Group – U.S., on the economic impact of the outbreak and what this disruption means for financial markets, what we’re observing during these fast-moving developments, and what to expect from here. Please take a few moments to listen to this audio file. If you have any questions or need further guidance, please do not hesitate to contact us.

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Our most treasured asset is our clients’ trust

Our mission at The Westside Group is to understand your financial situation so we can provide you with trustworthy and collaborative guidance on achieving your goals and wishes. We work closely with you to ensure your priorities stay top-of mind through your financial journey.

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. Read the full economic outlook in the latest edition of Global Insight.

 

We humbly serve and advise client families with all of their financial affairs.

Latest Insights

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Six wealth planning strategies for turbulent markets

How investors react during these periods of decline is critical to their long-term success.

Read more

Meet our team

Learn more about The Westside Group

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Introductory meeting

If you are interested in meeting with any members of The Westside Group, please follow the link below. This meeting is complimentary and designed for prospective clients to learn more about our group and our wealth strategies. Request Introductory Meeting
 

Portfolio review

If you are an existing client and would like to request a portfolio review, please follow the link below. This meeting will allow our team to review your portfolio, risk tolerance, and discuss any chances that might have occured since your last meeting. Request Portfolio Review

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