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, The Citta Group 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 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 Posts

U.S. Recession Scorecard: Slow going

U.S. Recession Scorecard: Slow going

Jun 13, 2025 | Jim Allworth

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

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“Big and beautiful” or not?

“Big and beautiful” or not?

Jun 06, 2025 | Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

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Is the rebound for real?

Is the rebound for real?

May 30, 2025 | Robert Sluymer, CFA, Technical Strategist

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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Client Testimonials

"... Their service and attention to detail is unlike anything I've experienced with other advisors I've worked with in the past..." - Paul, 41

 

"... Their service and expertise gives me peace of mind that comes with the knowledge that my hard earned money is in very capable, caring hands..."               - Reno, 82

 

"... Their skill set is incredibly vast and they demonstrate excellent knowledge and ability to grow our investments that will ensure our future and the future of our family..." - Sandra, 53

 

"... They have broadened our understanding about investing and provided new ideas which have proven to be very effective and are giving us good results..." - Carol, 61

 

Read more of our client testimonials

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