A team of trusted professionals

In working with us, you have the distinct advantage of delegating your important day-to-day financial decisions to a team of trusted professionals. The Bogle Private Wealth Group take pride in delivering excellence in all areas related to achieving your financial goals. Working closely with you and your family, we draw on the vast resources of RBC Wealth Management and RBC Capital Markets to provide informed and customized wealth strategy solutions. We bring tremendous experience to each client relationship, along with the enthusiasm and dedication required to foster a strong, long-term relationship built on trust. Expert wealth management, commitment and client service excellence are the principles of our practice. Please contact us with questions regarding your portfolio, family enterprise planning, complex financial planning, estate and tax strategies, insurance needs and for new client introductions.


Michael C. Bogle

Senior Investment & Wealth Advisor, Financial Planner

Stephanie Ozog, CFP, PFP

Associate Wealth Advisor & Financial Planner

Susan Robertson


Marie Atallah

Administrative Assistant