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

The U.S. deficit, interest rates, and private sector interplay

The U.S. deficit, interest rates, and private sector interplay

Feb 07, 2025 | Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

Feb 05, 2025 | Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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Will investors see a pause in rate cuts, or the end?

Will investors see a pause in rate cuts, or the end?

Jan 31, 2025 | Thomas Garretson, CFA

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

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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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