Achieve financial freedom with professional wealth management


You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Recent Paul's Prose & Articles

supply chain warehouse

How are supply chain issues impacting equity markets?

Oct 15, 2021 | Kelly Bogdanova

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

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Paul's Prose September 2021

Oct 14, 2021 | Paul Monette

Thank You (it is getting close to Thanksgiving)!

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air pressure gauge

Are energy prices more important than the U.S. debt ceiling?

Oct 08, 2021 | Thomas Garretson, CFA

While the U.S. debt ceiling gets headlines, we examine the key issues for investors in global energy markets and central banks’ inflation policies.

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Paul Monette

Portfolio Manager

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Jason Seymour

Investment Advisor

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