Achieving Multi-generational Empowerment & Prosperity

We collaborate with individuals and families to help them build, protect, and thoughtfully transition wealth — aligning financial strategies with personal values, long-term goals, and family legacy. Our approach is centered on education, clarity, and continuity, helping ensure clients feel confident and informed at every stage of life.

"AM EP" represents both the initials of our founding financial advisors and the core principles that guide everything we do: Achieving Multi-generational Empowerment & Prosperity. These pillars reflect our commitment to helping families create financial strength today while preparing future generations with the tools, knowledge, and structure to sustain it.

Our mission is not just to manage assets, but to foster lasting relationships built on trust, perspective and a long-term vision — so the legacy you build can endure.

Approach to wealth management

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

• Understanding your financial objectives — We begin by listening to understand you and your financial objectives.
• Gathering your current financial information — Together, we gather specific information on your financial picture.
• Developing smart, time-tested strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
• Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
• Providing professional service and resources — We help you review your financial picture in light of changing circumstances both personal and market-driven.

Our most treasured asset is our clients’ trust

Dedicated to earning your trust

We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Create a legacy that passes on your wealth and values

A significant wealth transfer is underway as baby boomers pass on their accumulated wealth to younger family members. By 2048 an estimated $124 trillion* is set to change hands in the U.S.

As wealth changes hands from one generation to another, RBC Wealth Management is positioned to help families plan and communicate so the transition is about money and values for an impactful, long-term legacy.

When it comes to a wealth transfer mindset, RBC Wealth Management learned from conducting a 2024 survey that individuals, regardless of age, similarly prioritize family harmony and family values. Perhaps surprisingly, a generation gap did not exist between baby boomers, millennials and Gen Xers.

Our wealth transfer survey also found that the keys to successful wealth transition are trust and communication, heir preparedness and alignment of family values around wealth. To help you, we created a new wealth transfer insights guidebook. Access the guide now to get started.

It's all about staying connected

Thank you for trusting us as your wealth management partners. Our commitment to you goes beyond sharing our knowledge and expertise. If you are not currently a client, feel free to contact us and set up a meeting.