Providing clarity and a vision for your future and legacy

Our team works with business owners, professionals and retirees. We focus on understanding what is important to our client’s and their family’s financial well-being. Through this evaluation process, we will develop financial solutions designed to meet the needs and goals of our clients. Furthermore, we will review and evaluate our progress to provide additional solutions which may be warranted due to changing needs and circumstances. We strive to provide our clients with peace of mind and a long-term relationship through the experience of a multi-generational practice.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Retired couple looking at paperwork

A guide to creating your personalized retirement paycheck
Download (RBC Retirement Paycheck)

Having a trusted contact person is important

If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them. 

Connect with us today to add a trusted contact person to your account.

Latest Insights

mature business owner looking at ipad

Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Dec 20, 2024

Despite generational differences, the obstacles donors face around giving are largely the same.

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Woman shopping for groceries

The Fed approaches a new phase of interest rate policy

Dec 19, 2024

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Read more
Busy office workers

U.S. productivity renaissance

Dec 12, 2024

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Read more
Lighthouse at dawn

Global Insight 2025 Outlook executive summary: Beyond the horizon

Dec 06, 2024

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.

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Woman writing Christmas cards

Want to make financial gifts to family or charity? Here’s how

Dec 05, 2024

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

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Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Important Updates


Easy access to information that matters

RBC Wealth Management Online provides you with the most important information about your financial accounts.

Key benefits of RBC Wealth Management online:

  • See your complete financial picture — including your RBC accounts and those at other financial institutions — through RBC WealthPlan and RBC Total Wealth
  • View account details to stay up to date on your positions, with enhanced reporting, transaction and trade information
  • Take control with cash management features, including capabilities to transfer funds, pay bills, order checks and manage your debit cards
  • Enjoy convenient paperless delivery of your account documents
  • Access account documents, including a full archive of your RBC Wealth Management account statements, tax documents and trade confirmations
  • Explore your lending options with RBC Credit Access Line
  • Securely exchange communications and files with your financial advisor
  • Manage your settings, including contact information and security settings without making a call

How RBC Wealth Management helps keep you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to help protect you and allow you to have access to our services without interruption. Learn more >

Interested in RBC Wealth Management Online?

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