Rich Clark Wealth Management Group

 

Rich Clark Wealth Management Group provides more than just investment council. 

 

The cornerstone of Rich’s wealth management practice is helping a select number of families and small corporations tailor portfolios that directly reflect their identified financial goals. 

As a Senior Portfolio Manager and through his formal education, practical application and expertise within the financial industry, Rich has built a loyal client base by focusing on high quality investments, transparency and clear communication. Rich believes in conservative long term investments that participate with up markets but that also embed capital preservation techniques to endure down markets.

In addition to asset management, Rich’s extended team includes robust talent through a variety of specialists. Whether it be Financial Planning, our Estate Planning Team or our in house Will and Estate Lawyer, his clients have all aspects of their financial future addressed in a long term comprehensive plan.

Rich has held several management positions within public Canadian companies, has worked in multiple countries around the world and holds an Undergraduate Honors Degree, a Masters degree(MBA) from the University of Calgary and a language degree from La Sorbonne, Université of Paris in Paris, France and as such is fluent in both French and English.

At RBC Dominion Securities, we have helped Canadian investors achieve their financial goals since 1901. Today, we are Canada's leading full-service investment firm, with over 400,000 clients across Canada. Whether you are investing for yourself, your family, or your business, we can custom design an investment portfolio to meet your specific needs for growth, income of capital preservation. We provide you with access to virtually every type of investment, including stocks, bonds GICs, and mutual funds all backed by proven investment strategy and top-ranked capital markets research. We can also assist with carious investment accounts, including Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Tax-Free Savings Accounts (TFSAs) and non-registered investment accounts. 

As a Senior Portfolio Manager at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives. Please feel free to contact me today. 

Recent Posts

Gold: More than meets the eye

Gold: More than meets the eye

May 17, 2024 | Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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The push and the pull of U.S. earnings

The push and the pull of U.S. earnings

May 10, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Interest rate mood swings

Interest rate mood swings

May 06, 2024 | Thomas Garretson, CFA

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

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