People, Professionalism, & Process

One of the biggest challenges facing investors is the natural, yet counter-productive emotional response to the inevitable ups and downs of the stock market. Many investors unfortunately look to sell a good portfolio when the markets are generally going down, only to miss out when those same investments inevitably bounce back as they recover. Conversely, investors hold onto a manager or position that has underperformed, because they are unable to deal emotionally with losing money on it.

We believe that the key to successful investing is taking a disciplined approach that avoids this type of emotional investing. We will help you create a strict disciplined investment plan which establishes a prescribed approach for asset changes (stocks and bonds) based on proven methods and rational. 

But applying this discipline only comes after we, with your direction, have established a realistic forward looking plan for either wealth accumulation or retirement, depending on your needs. Once in place, it will drive the risk and return needed to achieve your goals, and consequently the kind of portfolio which is right for you. Most importantly, we will regularly review the plan, and help you stick with it over the long term, and we will do so by recommending adjustments through a disciplined process. 

How do we do it? By having the best people on our local team, and in the industry, couple with a high level of professionalism, and a productive and directed process to fulfill your expectations and needs.

A Personal Note From Rod's Father About Managing Other People's Money

The only thing that my father told me when I decided to go into this profession was "Manage your clients' money like it's your own, but don't ever forget it isn't." Good advice from a very honest man.

Achieve Financial Freedom with Professional Wealth Management

You've achieved a lot in life, yet there is 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 would 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 for you.

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.

Your wealth is just the beginning - it is 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.