Value statement

Our mission is to understand your story and serve as your trusted advisor, building generational relationships grounded in trust and integrity. We believe our clients are best served through a collaborative team approach. Every client can benefit from the collective knowledge, diverse perspectives, and expertise of our team, allowing us to deliver thoughtful guidance and customized solutions tailored to each client’s unique needs.

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.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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.

Image of Molly Carlson

Molly Carlson, CTFA®, CWS®

Senior Vice President - Financial Advisor

920-343-4592 920-413-9108
Image of Mark Tumpach

Mark Tumpach, CFA

Senior Vice President - Financial Advisor, Portfolio Manager

920-661-7399 920-661-7399
Image of Larissa Plager

Larissa Plager

Client Associate

920-634-5830

RBC Wealth Management Online


Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

Latest Insights

AI datacenter

The commoditization of AI models and compute

Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

Read more

Let's start the conversation

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