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.

Brian and Kelly

Learn more about Brian Kerwin and Kelly Oates

My philosophy

I provide tailored and creative investment strategies designed to help clients achieve their lifelong financial needs. My highest aspiration is professional advice and service. Making a difference in the lives of my clients is not only my job, but my responsibility. I strive to utilize the best quantitative equities from our research providers filtered through supply/demand discipline. I try to capture opportunity and minimize unnecessary risk. And like any group, I believe in playing both offense and defense.

Special needs trust

I am very passionate and devoted to helping special needs families and want to make a difference in the quality of life for people with disabilities, their families and caregivers. I will help you find appropriate strategies to the complex financial needs you face. It is never too early or too late to begin planning a secure future for your loved ones with special needs and your entire family. Contact me today for more information.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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.

Prosper US cover

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

The Spring 2025 edition of RBC Wealth Management's Prosper•US magazine focuses on how our financial advisors are supporting clients of all ages, including Gen Xers as they work to boost their retirement savings. Check out the magazine for more from the women of RBC.

Woman on computer looking at special needs planning insights report

Help your loved one living with a disability live their best life

Millions of Americans live with disabilities that may make long-term financial security more complex. Intentional planning can help them live their best lives, balancing their future needs and goals without jeopardizing potential governmental benefits or structured settlements. 

A new wealth insights guidebook on special needs planning from RBC Wealth Management can help you develop a customized plan for your family member or other loved one who's living with a disability. This resource outlines five steps for an effective plan. Access the guide now to help you get started.

Also contact me for support in setting up your plan or reviewing an existing plan.

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.

Latest Insights

Couple doing taxes

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

Jul 17, 2025 | Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic imp

Read more