Safeguarding Success

Life in the 21st century is more hectic than ever. You may be raising kids, looking after elderly parents, progressing in your career, running your business or doing all of the above.   

It can be difficult to stay on track.  During our planning process, my team and I answer the following questions that most successful families have:

 

Is my investment strategy properly structured?

Are my hard-earned savings setup to deliver a reliable income stream?

When can we retire so that our lifestyle is not compromised?

How do I minimize the taxes payable on my investments?

How do I ensure that my family is protected if something unexpected happens to me?

Doug believes in financial education above all else.   His educational background has been forged as a husband, son, son-in-law, brother and nephew to teachers.   With his 26 years of financial industry experience, his mission and that of his team is to understand what is important to you, whether you aspire to go back to school, help your kids buy a first home or simply maintain your lifestyle throughout retirement.   His team address all areas of your financial well-being from investments and insurance to tax and estate planning.   Supported by a dedicated team of wealth professionals, Doug and his team help you make the right decisions in building the future you want while giving you the peace of mind you need.   

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

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Recent Posts

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Gold: More than meets the eye

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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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Interest rate mood swings

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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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