Why our relationship with money is formed long before we earn it

Money carries emotion long before it carries meaning. In this inaugural episode, the conversation begins by reframing wealth as a tool for confidence, clarity, and purpose, not just accumulation.

In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, share the personal stories and values that shape how they work with clients at The Etergino Group at RBC Wealth Management. They explore why financial planning is deeply emotional,
how purpose-driven conversations change outcomes, and why aligning wealth with values can create impact during life, not just at the end of it.