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
  • Standard & Poor's 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 reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

Mar 28, 2025

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

Read more
adult daughter talking to senior mother

How to talk to your parents about their estate plan

Mar 25, 2025

Conversations about values and wishes for their estate are as important as the planning itself.

Read more
Man looking out the window on a rainy day

How to prepare for natural disasters: Increase your financial resilience in case the unthinkable happens

Mar 24, 2025

Four financial must-haves to help safeguard your assets against the unexpected.

Read more
Janet Engels and Tylar Lunke

Audio commentary: Unraveling the uncertainties

Mar 21, 2025

Janet and Tylar discuss the impacts of the volatility we have seen thus far in 2025 and what we see from here for financial markets.

Read more
Couple meeting with financial advisor

Unraveling the uncertainties facing stock markets

Mar 20, 2025

To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds.

Read more

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the 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?

Register to get started.

Register

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)
On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)
On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)
Monthly, beginning May 2025