Three Points Group at RBC Wealth Management

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.

At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold.

𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐭𝐡𝐞 𝐠𝐢𝐟𝐭 𝐭𝐡𝐚𝐭 𝐫𝐞𝐚𝐥𝐥𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬? Let’s talk.

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

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Did you know discussing money with your children can help them feel more confident managing their finances as an adult? Even small steps like encouraging kids to save part of their allowance can help build a strong financial foundation.

2x RBC Heritage winner, Matt Fitzpatrick! Congratulations from all of

It's a new era of wealth transfer with trillions set to pass to younger generations. Are you prepared? Many Americans haven’t talked about their intended legacy. Our wealth transfer guide can help you pass on family money and values with clarity.
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For decades, RBC Heritage has represented more than just exceptional golf – it’s a celebration of community and tradition.

RBC is proud to kick off another year as the title sponsor of RBC Heritage. The opening ceremonies at Harbour Town Golf Links marks the beginning of a week that brings together world-class athletes, passionate fans and a community we’re honored to support.

Shannon Cole, Chief Brand Officer at RBC, began with opening remarks, speaking to the meaningful community impact and world-class fan experience of this signature event.

Here's to celebrating excellence on and off the course! is ready. Who will you be cheering on?