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 Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

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

Chess

Monetary policy possibilities

Apr 24, 2025 | Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more