Let us help you grow more than wealth. 

Global Insight Monthly

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Value Statement

The South Lake Union Investment Group acts as trusted financial advisors to individuals, families, and businesses to help them achieve their life dreams and financial goals.

Our role is to guide you through the entirety of your financial journey, whether it be a singular goal or a commitment that spans generations. We work with you to create a customized investment plan to meet your desired needs. The plan is developed on your dreams, goals, values and risk tolerance. We continually review your plan to ensure it is both accurate and relevant and recommend changes as needed.

By utilizing our combined 100 years of financial experience and RBC Wealth Management’s strength and breadth in financial services, you will find your relationship with us extends far beyond your portfolio.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management. We are able to assist with the following:

• Planning for retirement
• Creating an income during retirement
• Funding an education
• Maintaining or enhancing your lifestyle
• Preparing for a major purchase
• Protecting your family or income
• Creating the legacy you want to be remembered by
• Plus, we offer a broad range of services to help individuals and business owners accomplish their financial goals

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.