Key facts

  • Top five global wealth manager by assets5
  • More than $358 billion AUM in the U.S.
  • Approximately 1,800 financial advisors in the U.S.
  • 200 offices across 42 U.S. states

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.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Let's take the next step together

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

Latest Insights

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Tariff deluge: RBC’s initial take

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

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Did you know there are several education savings and investment options? Let's touch base on planning and saving for the college-bound students in your life.

April action alert: Time to contribute to your Traditional or Roth IRA now. Take charge and boost your financial future. Let’s talk.

Want to help your loved ones avoid being saddled with college student loan debt? Reach out to discuss your options for investing in education for your loved ones.

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