Patrick Pfahl, Financial Advisor at RBC Wealth Management

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.

Don’t let four years of college turn into 20 years of payments. Your idea of graduating debt-free starts with a strategy. Let’s build a game plan that keeps you moving forward.

While the NCAA®️ basketball tournament is underway, check out RBC Wealth Management’s college cost brackets to help you assess and set your financial goals for yourself or your loved ones.

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In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

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