Align with a company that shares your values

What do you love most about being a financial advisor? With RBC Wealth Management, you’ll have the unparalleled strength and stability of RBC behind you, as well as access to our world-class professionals, tools and resources to help you succeed. Contact us today to discover how you can help your clients prepare to accomplish the goals they care about most. Because we believe as you do that the best returns are more than financial.

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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 our website to learn more about our customizable solutions designed to strengthen your financial security.

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 541-385-5026, cal.blethen@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

Our Team

Our team is located at

2220 NW Labiche Lane, Suite 210, Bend, OR, 97703, USA

Cal Blethen

Cal Blethen, CFP®

First Vice President - Branch Director, Consulting Group

Davis Holly

Branch Service Mgr/Reg Client Assoc

Latest Insights

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Debunking debt disaster

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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