Our philosophy

Wolf Raines Investment Group works collaboratively with RBC Wealth Management, a firm that serves the needs of accomplished professionals, by utilizing tools and guidance to assist us with integrated wealth management solutions. We understand that our client relationships depend not only on trust, but on the desire for confidence that we can deliver on their needs, wants and wishes on a timely basis while also identifying and planning for the unforeseen challenges of a dynamic lifestyle. Our team creates a uniquely tailored strategy for every client that includes goal reviews, personal risk tolerance and holistic long-term financial planning.

Once we identify each client’s unique needs, wants and wishes, we create strategies to:

• Create tax managed income to provide inflation-adjusted cash flows for funding retirement spending goals.

• Provide portfolio management that will not only help weather market downturns in retirement, but also balance current income needs with periodic wants and long-term growth.

• Coordinate with our client’s extended financial team, including accountants, legal and estate professionals, and others to implement tax minimization strategies and enable the transfer of wealth according to client’s wishes.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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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.

Our Team

Dennis Wolf

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Joanne Raines

Senior Investment Associate

Latest Insights

Photographer with long lens

Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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