Helping you grow more than wealth

You have unique goals, reaching them is a joint effort.

Chris focuses on developing personalized strategic solutions to address the complex needs of high-net-worth individuals, families and business clients. Portfolio performance and client satisfaction are his primary business objectives. Client focus is on private portfolio management, fixed income, estate planning services, business financial services, as well as wealth preservation and legacy transfer services.

You and your family deserve an overall wealth management plan that is designed to effectively address your specific financial needs in order to help achieve your life goals.

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.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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The new Investor’s Edge includes tips to help support loved ones living with a disability, establish a trusted contact, prioritize your health, apply behavioral finance insight to your business strategy and transition away from your business with an ESOP. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

With the start of a new year, it is a great time to review your personal and financial goals. Exploring different responsible investing approaches in annual planning doesn’t have to be complex. Read our latest newsletter for insights on this topic and more: https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/solutions/responsible-investing-newsletter.pdf

In the first edition of Investor’s Edge for 2025, learn various tips on planning for the future for yourself, your loved ones and your business. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Contact

Christopher Olson

732-576-4651
christopher.olson@rbc.com

Latest Insights

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How to incorporate Responsible Investing into annual planning

Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.

Read more

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