About

Established in 1999

Whether you are just starting out, raising a young family and saving for retirement, a working professional, or you’re already enjoying your golden years, we can help you work toward your financial goals. 

vision

We believe everyone deserves access to sound financial advice, no matter what stage of life you’re in. We will never impose minimum investment amounts on you because we know that each phase of life has unique considerations. 

Mission

We are dedicated to providing long-term financial security using proven and reliable wealth management strategies. We work with you to achieve a thorough understanding of your individual circumstances and help customize a strategy tailored to you.

values

Honesty, integrity, and respect. It’s what you need from a trusted advisor. We believe you deserve an honest appraisal of your investment and insurance needs, and we only recommend what is best for your unique situation.  

Mary Mitchell

wealth advisor

Mary began her career in 1997, implementing investment, insurance and estate planning strategies for clients. She is qualified to offer Mutual Funds, life and disability insurance products and services.  Mary and her husband are proud parents of three grown children and love being grandparents. In her free time Mary loves to be outdoors in her garden or playing golf.

 

                         Both Mary & Amanda are members of Advocis. 

AmandaVanSoelen

Amanda VanSoelen

wealth advisor

Amanda started working in the financial services industry in 2013 and joined the Royal City Asset Management team in October 2020. She is qualified to offer Mutual Funds, as well as life and disability insurance products and services. Amanda and her husband own and operate a millwrighting service. They enjoy camping, ATV riding, and hosting outdoor bonfires. Together, they are proud parents of two teenagers. Amanda loves to read, cook, and be with family and friends.  She recently completed the Responsible Investment Specialist course and is currently working to complete the Certified Financial Planner program.  She has a strong commitment to continually taking courses to keep up to date on the ever changing financial industry.

Janet Bowman

Client Relations

Janet has almost 30 years experience providing administration in the financial services sector, the last 10 with Royal City Asset Management. Her attention to detail and extensive experience provide clients with a smooth experience in transactions and transfers.  Janet works remotely from her home in New Brunswick, and while you won’t see her in the office or often speak with her on the phone, she is a valuable “behind the scenes” asset to our team.

She enjoys living in the country with her husband of 36 years, growing flowers and vegetables, long walks in the woods, and visiting her family whenever she can.