Amy Barnes Chipman

My mission

I help affluent individuals and their families achieve their financial goals by creating and implementing customized 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

Year End Check List

Download the Year End Checklist

2025/2026 dollar limitations for retirement plans

Multi-generational family walking on waterfront

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.

*Source: The Cerulli Report: High-Net-Worth and Ultra-High-Net-Worth Markets 2024

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.

A guide to creating your personalized retirement paycheck

Download (RBC Retirement Paycheck)

The millennial mindset

When it comes to finances, millennials tend to prioritize planning for long-term wealth, making a difference in the world and retiring early, according to a recent RBC Wealth Management survey. Read the survey report to learn more about the millennial mindset.

Wealth insights guide for young professionals

Young Professionals Guide Today’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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

With change comes questions

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

Global Insight Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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.

Bulletin Board

June 1, 2023

Global insight weekly
January 7, 2026

Global insight monthly
May 20, 2022

Go Paperless
December 13, 2018

RBC Credit Access Line

RBC Wealth Management supports the arts, a tradition spanning over 100 years

Investing in the arts is investing in the heart of your community. RBC Wealth Management is proud to support Hennepin Arts in their mission to revitalize the historic Minneapolis Theater District, and we can help you align your wealth with your values to make a lasting impact.

Start making your impact today.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Neither RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”), nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice. Trust services are provided by third parties. RBC Wealth Management and/or your financial advisor may receive compensation in connection with offering or referring these services. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. Neither RBC Wealth Management, a division of RBC Capital Markets, LLC, nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice.

Read stories from women of RBC in Prosper·US magazine

Read the latest issue of Prosper·US magazine and learn how RBC financial advisors use various tools and resources to deepen client relationships.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.   © 2025 RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. All rights reserved.

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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