Protecting the stability of your future

We work with corporations and business owners to determine what their goals are for their corporate retirement benefits. We design and create a customized plan to meet not only the goals of the organization, but of the participants and their beneficiaries, who are our number one priority when considering all aspects of money movement. Our clients benefit from our decades of experience and deep understanding of plan fiduciary responsibilities, which allows us to thoroughly educate participants and trustees.

Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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.

Latest Insights

Shibuya intersection

Shaking up corporate Japan

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

Read more

My Team

Carl Lambert

Senior Vice President - Financial Advisor, Corporate Retirement Director

Lindsay Lambert, C(k)P®, CPFA®, CRPS®

Senior Vice President - Financial Advisor, Corporate Retirement Director

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields