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®
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »
See the impact of your money decisions before you make them, with RBC WealthPlan.
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.
Learn more about the Poulin Wealth Management Group.
As Seen In Fortune, Entrepreneur & Time, read more here.
Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.
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