The Kelley Group
The Kelley Group was proud to be named a Forbes Best-In-State Wealth Management Team in 2024.
When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact us today to learn more about RBC Credit Access Line and be prepared for the unexpected.
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 »
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly
May 10, 2022
Social Security: At a glance
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
Our guided portfolio solutions
Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers RBC Insured Deposits and RBC Cash Plus, cash sweep options that provide competitive interest rates. Visit RBC Insured Deposits rates and RBC Cash Plus interest rates to find our current rates.
The Kelley Group is a multi-dimensional practice that serves individuals, families, small businesses, corporations and foundations by cultivating multi-generational, life-long relationships built on the foundation of trust. Our mission is to provide customized wealth management solutions that will guide and motivate clients to implement strategies in order to simplify their lives through thoughtful wealth and investment planning.
Learn more about us
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.