Let us help you grow more than wealth

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

With change comes questions

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

Current Time 0:00
Duration 0:30
Loaded: 33.03%
Stream Type LIVE
Remaining Time 0:30
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected
    • en (Main), selected

    How will you bring your ideas to life?

    You have ideas for your future. Ideas for making a difference or being somewhere different. Ideas for sustaining a family legacy or taking a sustained journey. Let’s talk about where your ideas will take you.

    Take the next step

    Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

    Our culture

    President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

    Our Team

    Our team is located at

    80 Linden Oaks, Suite 220, , Rochester, NY, 14625, United States

    Our Advisors

    Find all advisor profiles here

    My Team

    Erica Cummings

    Erica Cummings, CFP®

    Senior Vice President - Branch Director, Senior Portfolio Director Group
    Suzanne Kane

    Suzanne Kane

    Vice President - Complex Assistant Manager
    Patti Smith

    Patricia Smith

    Vice President - Complex Assistant Manager
    Jolie McGowan

    Jolie McGowan

    Associate Vice President, Complex Operations Manager

    Global Insight Monthly

    Global Insight Monthly cover - April 2025

    Global equities: a confluence or possibilities

    Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

    Learn about Fixed Income Advantage at RBC Wealth Management

    Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

    Create your retirement paycheck

    RBC Retirement Paycheck Wealth Insights ReportA personalized retirement income plan can give you confidence and clarity by identifying your assets and available sources of income - along with their tax implications - to help create a secure retirement paycheck. In this Wealth Insights guide we’ll help you create your personalized retirement paycheck.

    Download the RBC Retirement Paycheck Wealth Insights guide

    Disclosures

    RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

    Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.