Providing clarity and a vision for your future and legacy

Our team works with business owners, professionals and retirees. We focus on understanding what is important to our client’s and their family’s financial well-being. Through this evaluation process, we will develop financial solutions designed to meet the needs and goals of our clients. Furthermore, we will review and evaluate our progress to provide additional solutions which may be warranted due to changing needs and circumstances. We strive to provide our clients with peace of mind and a long-term relationship through the experience of a multi-generational practice.

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
  • Standards and Poor AA- and A/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.

Retired couple looking at paperwork

A guide to creating your personalized retirement paycheck
Download (RBC Retirement Paycheck)

Having a trusted contact person is important

If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them. 

Connect with us today to add a trusted contact person to your account.

Latest Insights

Woman entering her credit card number into her laptop

Keep your holiday shopping merry by warding off fraudsters

Nov 21, 2025

With so many transactions taking place, the holiday season is prime time for cybercriminals.

Read more
Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

Nov 20, 2025

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

Read more
Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

Read more
Young woman on her phone on her laptop with boxes behind her

Key items to consider when you own a business

Nov 18, 2025

What are some big-picture, future-focused considerations for every business owner? Find out in this Investor’s Edge newsletter article.

Read more

New Investors’ Nook: How to approach investing when you’re young

Nov 18, 2025

Do you know the two foundational wealth planning principles for young investors? Find out in the Investor’s edge newsletter for fall 2025.

Read more

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

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.

Important Updates


Easy access to information that matters

RBC Wealth Management Online provides you with the most important information about your financial accounts.

Key benefits of RBC Wealth Management online:

  • See your complete financial picture — including your RBC accounts and those at other financial institutions — through RBC WealthPlan and RBC Total Wealth
  • View account details to stay up to date on your positions, with enhanced reporting, transaction and trade information
  • Take control with cash management features, including capabilities to transfer funds, pay bills, order checks and manage your debit cards
  • Enjoy convenient paperless delivery of your account documents
  • Access account documents, including a full archive of your RBC Wealth Management account statements, tax documents and trade confirmations
  • Explore your lending options with RBC Credit Access Line
  • Securely exchange communications and files with your financial advisor
  • Manage your settings, including contact information and security settings without making a call

How RBC Wealth Management helps keep you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to help protect you and allow you to have access to our services without interruption. Learn more >

Interested in RBC Wealth Management Online?

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