The best returns are more than financial


Value statement

Our mission is to provide solutions customized to meet our client’s ever growing financial needs. Our goal is to be your primary advisor by providing quality analysis of your current assets and implementing time tested asset management strategies to help mitigate risk and help create peace of mind for you and your family. With the global resources of RBC Wealth Management, we have access to RBC and a worldwide network of specialists offering local and global expertise to help meet your needs and demands on a timely basis. Our practice is all about long term relationships with our clients and their extended families.


Investment philosophy

Our investment philosophy puts the needs of our clients squarely on the shoulders of the corporations that we invest in. For clients that need income; dividends and interest are the primary drivers. For clients looking for Capital Gains; relative strength is the prime target. For clients interested in protection or risk management; insurance, annuities, or Long Term Care may be the answer. Allow us to assist you with an integrated and understandable approach that can ensure an optimal level of asset management and coordination.


The FinTech future

In this fourth article in the SusTech series, we focus on FinTech, the convergence of finance and technology, which can help make economic growth sustainable by empowering unbanked populations. With the face of finance changing rapidly, we believe there will be investment opportunities in companies that effectively embrace the evolution. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


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.

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Latest Insights

Short-term uncertainty shouldn’t change the market’s long-term outlook

Jul 30, 2021 | Thomas Garretson, CFA

Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.

Read more