Texas North

Do you hear "no" from your firm before even asking the question?

RBC Wealth Management empowers our employees with a spirit of entrepreneurship. We combine world-class strength and global resources with a vibrant small-firm culture. 

RBC seeks the advisor whose character is as strong as their production, and whose investments are primarily in relationships.  We seek the right people, in the right places, striving for excellence.

A stable, safe, and sustainable global financial institution

RBC has proven to be consistently strong and stable with a high-quality balance sheet, proactive risk management, and a strong liquidity position.  RBC’s financial strength and scale are levers that help us achieve greater results for our advisors. Experience the expertise of a leading global financial institution.

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

• Approximately 98,000 employees speaking over 100 languages serve more than 17 million clients worldwide
• One of the world’s leading diversified financial services companies, providing personal and commercial banking, wealth management services, insurance, corporate and investment banking, and transaction processing services on a global basis
  • Moody's Aa1 and A1 / stable⁴
  • Standard & Poor's AA-² and A³ / stable⁴
  • Fitch Ratings AA and AA- / stable⁴
• Additionally, RBC has a reputation of stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Why are we the destination of choice? 

• We combine world-class strength and global resources with a vibrant small-firm culture
• Among the top 10 full-service brokerage firms based on assets under administration and number of advisors in the US⁵

2025 Texas North virtual call schedule

To register and receive more information, contact us and please refer to the session you wish to attend.

Contact us 

Thursday, January 30, 12 p.m. (CT)

Wealth Management Online at RBC with Christie Grandbois, Director of Technology Engagement & Adoption at RBC Wealth Management 

Tuesday, February 18, 12 p.m. (CT)

Global Insight Monthly with Kelly Bogdanova, Vice President - Portfolio Analyst at RBC Wealth Management

Thursday, March 20, 12 p.m. (CT)

Cybersecurity and fraud with Tara Ambrose, Vice President and Senior Manager of Client Risk Prevention at RBC Wealth Management

Thursday, April 17, 12 p.m. (CT)

2025 Market update with Rob Sluymer, Technical Strategist, Portfolio Advisory Group at RBC Wealth Management

Thursday, May 15, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Wednesday, June 18, 12 p.m. (CT)

Roth conversion strategies with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, July 24, 12 p.m (CT)

Market update with Alan Robinson, Vice President, Global Portfolio Manager at RBC Wealth Management

Thursday, August 21, 12 p.m. (CT)

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 25, 12 p.m. (CT)

Market update with Janet Engels, head of the Portfolio Advisory Group at RBC Wealth Management

Thursday, October 16, 12 p.m. (CT)

Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management

Thursday, November 20, 12 p.m. (CT)

Financial transitions and milestones with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, December 11, 12 p.m. (CT)

Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management