Let us help you grow more than wealth

Value statement

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding your financial objectives
  • Gathering your current financial information
  • Developing smart, time-tested strategies
  • Implementing thoughtful and creative solutions
  • Timely, ongoing service — we review your progress

Gain valuable insights with RBC WealthPlan

Having a solid plan in place is key to achieving your goals. That's why we are pleased to offer our clients RBC WealthPlan, a new interactive tool that will help us take an in-depth look at your objectives, any potential challenges, and how your choices may affect your long-term results. Based on what we learn from RBC WealthPlan, we can choose strategies and solutions that are well suited for accomplishing your unique goals. Browse a brief overview and contact us today to begin planning for the future you want.

Let's take the next step together

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

Our team

Terry Hornsby, AWM

First Vice President - Financial Advisor, Advanced Wealth Manager, Portfolio Manager - Portfolio Focus

Michael Pelosi

Registered Client Associate

Market Commentary

Latest Insights

ESG newsletter Insights into responsible investing Q3

Making the most of ESG data and scores

As ESG investing gains interest, so do the ESG scores and ratings. Yet ESG data needs discernment. Financial and investment advisors can help investors.

Read more