Creating wealth is just the beginning


You’ve already achieved so much in life. Yet there’s so much more you can do. You may want to help your family members get started in life. Fulfil your next career or business ambition. Make a meaningful difference in your community. Create a lasting legacy for future generations. Live a legendary life of adventure, or simply live well in retirement.

Whatever your goals, we will 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 will provide the professional advice you need. We can help manage your investments, plan your retirement, protect your financial security and organize your estate.

While doing so, we will always keep in mind that your wealth is just the beginning – it’s a way to achieve more, give more, and experience more.

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

 

Mike Caputo

Investment Advisor

780-944-8829 | Email me
780-424-7153
1-800-282-3995

Angela Andriet, CFP

Associate

780-944-8811 | Email me
780-424-7153
1-800-282-3995

Angela has worked in the financial planning industry since 2000 giving her a wealth of experience. Angela’s responsibilities include all administrative issues, accepting and entering client orders, client seminars, marketing and financial planning. Angela has earned the Certified Financial Planner (CFP) designation and is committed to providing excellent client service for our clients.

Angela is married with two grown children, two granddaughters and one grandson. In her spare time, Angela and her family enjoy skiing, traveling, camping and their favorite – golfing.