To help accomplish your objectives, we offer a wide range of financial solutions:

  • Full service brokerage (Stocks, Mutual Funds, Bonds, Alternative Investments, Options)
  • Investment management consulting and Advisory/ fee-based accounts
  • Discretionary portfolio management
  • Tax-free investments, management and planning
  • Retirement plans and 401(k)/IRA rollovers
  • Mutual fund portfolio analysis
  • Trust services and estate planning
  • Annuity and insurance services
  • Asset based lending- lines of credit
  • Restricted securities-Rule 144
  • Online bill payment

Professional Trustee services are offered to RBC Wealth Management clients by RBC Trust Company (Delaware) Limited (“RBC Trust”) and Comerica Bank & Trust, N.A., who serve as trustee. RBC Wealth Management, a division of RBC Capital Markets Corporation and RBC Trust are subsidiaries of Royal Bank of Canada (“RBC”) which operates under the brand name of RBC Financial Group. RBC Capital Markets Corporation and RBC Trust operate as separate affiliated entities and are wholly owned subsidiaries of Royal Bank of Canada. RBC Wealth Management will receive compensation in connection with offering these services. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. 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.