Andrew Wade

Helping you build more than wealth

Investment philosophy

I believe in creating individual investment strategies that allows each client to accomplish their short and long-term goals and objectives. This is accomplished by developing a well diversified portfolio inline with each client's risk tolerance. I believe this investment strategy is not something that is created and then shelved. It is a working structure that needs to be reviewed on a regular basis and changes with you.

My focus is to continually provide every client with professional investment advice: an on-going process of education and individualized service that empowers my clients to implement a customized financial strategy that will benefit themselves and their families.

Bring all your wealth together in one clear view

You’ve built your wealth across different accounts, institutions and properties, but have you ever seen all of your assets in one place? Stay informed of your comprehensive net worth with the RBC Total Wealth feature inside your RBC Wealth Management Online (WMO) account. Log in at the top of the page then add your external accounts quickly and securely through the encrypted portal. Your total net worth with just a click—that’s the advantage of RBC Total Wealth.

RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting "Sign in" above to log into your accounts and then choose "Add External Accounts". It’s a simple and secure way to keep your financial life connected to your everyday life.

Angie’s next Forbes piece: The Transformative New Female Economy Is Here, And Financial Advisors Need To Prepare

The rise of the female economy is one of the most significant financial shifts of our time. In her latest Forbes article, our Head of Wealth Strategies Angie O'Leary explores how women across generations are redefining wealth. They’re building it with purpose, investing with intention and creating impact that lasts. Read the article to see what this transformative era means for the future of wealth management.

Wealth insights guide for young professionals

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

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

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.