It is my team’s commitment to develop a professional relationship and play a key role in helping you achieve your personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment portfolios, and we welcome it.
Together, our mission is to build trusting, lifelong relationships with those going through life-changing events and preparing for retirement. Providing sound independent professional advice and superior service. We are fully invested in you.
-Paul H. Poulin CFP®, CPM®, RICP®
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 »
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Get a second opinion—no cost, no stress and no obligation. In the end, we will help you gain a better understanding of your current situation and answer the question, “What am I missing?” Learn more here.
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As Seen In Fortune, Entrepreneur & Time, read more here.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
