Amy Barnes Chipman

Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

Welcome to my website

I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything I do at RBC Wealth Management. I am able to assist with the following:

Planning for retirement
Creating an income during retirement
Funding an education
Maintaining or enhancing your lifestyle
Preparing for a major purchase
Protecting your family or income
Creating the legacy you want to be remembered by

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document	Approximate availability date
Form 1099-R	January 31, 2024
Fair Market Value Statement	January 31 2024
1099 Tax Information Summary	February 15, 2024
Income Summary (FYI Statement)	February 29. 2024
REMIC Tax Information Summary	March 15, 2024
1042-S	April 1, 2024
Revised 1099 Tax Information Summary (tax year 2023 - revision 1)	On or about March 15, 2024
Revised 1099 Tax Information Summary (tax year 2023 - revision 2)	On or about April 5, 2024
5498	June 1, 2024
Revised 1099 Tax Information Summary (tax years 2020 – 2023)	Monthly, beginning May 2024

Explore our Women's Workbook

Women and wealth workbook cover We’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide

Taking control of health care in retirement

Wealth Insights Report: taking control of health care in retirement This Wealth Insights report features actionable recommendations, helpful checklists and healthy best practices to help you make the most of every stage of your life as you age.

Download Taking Control of Health Care in Retirement Wealth Insights guide

With change comes questions

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

Global Insight Monthly

Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation.

Read the latest stories from the women of RBC in Prosper•US

The Fall 2024 issue of RBC Wealth Management’s Prosper·US magazine is filled with inspiring stories for and about women. Read how our firm goes to bat for female athletes, our commitment to fraud and scam prevention and how one colleague’s ski patrol journey helps her maintain joy on the slopes and in the office. Plus, find tips to handle changes that may affect tax planning, health and wellness resources, and more.

Resources to help young people learn about money management

To help prepare young people for building a secure financial future and avoid potentially dangerous mistakes, they need easy access to knowledge that's relevant to them. That's why we've collaborated with EVERFI^®, an education technology company to provide timely and engaging resources.

Learn more

This educational material was developed by RBC Wealth Management in connection with EverFi, a digital education platform and resource. RBC Wealth Management is not affiliated with EverFi. The information contained in the EverFi material has been derived from sources believed to be reliable, but no representation or warranty, express or implied, is made by RBC Wealth Management, its affiliates, or any other person as to its accuracy, completeness, or correctness. All opinions and estimates contained within the presentation constitute the judgment of EverFi, are subject to change without notice and are provided in good faith but without legal responsibility. This material is presented without regard to the individual financial circumstances and objectives of persons who receive it. 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.

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.

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