A disciplined approach

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. It combines sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

  • Understanding Your Financial Objectives — Listen to understand you and your financial objectives.
  • Gathering Your Current Financial Information — Gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions — Develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — Regularly review your situation to help ensure your financial objectives are being met.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

RBC Wealth Management Online

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

Federal Reserve building

Fed rate cuts on the horizon

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

Read more

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Download the app

Connecting with me and checking on your accounts is easier than ever with our new mobile app, available for free on the App Store and Google Play. You'll have the freedom and flexibility to view your total portfolio, check account balances, see market performance at-a-glance, and more.

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
Read more (SECURE 2.0 Act)

529 plan account rollovers to Roth IRAs fact sheet
529 plan account rollovers to Roth IRA fact sheet

Fraud and scam recovery guide
Fraud and scam recovery guide