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 105,000+ employees speaking over 100 languages serve more than 19 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 AA2 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.

Our Team

Our team is located at

1980 Post Oak Blvd, Suite 1630, Houston, TX, 77056, United States

Shawn Bernhard

Shawn Bernhard, CFP®, CEPA®

Managing Director - Complex Director

281-731-6458 281-731-6458

Latest Insights

Waiting

You can wait-and-see everything

Oct 30, 2026 | Thomas Garretson, CFA

The Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.

Read more