Strengthening your financial securitySM

My approach

Most financial advisors manage your portfolio - I help manage your financial life.

That distinction matters most when life gets complicated: an estate to settle, a divorce to navigate, a 1031 exchange, or an insurance gap found at the worst possible time. For over 17 years, I've built a practice around the moments that actually define a client's financial life. I learned that lesson personally when a fire destroyed my home. It changed how I counsel every client on protection.

I work alongside your attorney and your insurance advisors to help your plan hold together. Not just in theory, but when it counts. Backed by RBC Wealth Management, I offer the personalized service I'd expect for my own family. When you call, I call you back. Same day. Personally.

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

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

Social Media

View my social profiles on

Remodeling a kitchen can be a major undertaking. Learn how much it will cost to complete this job on average and any cost factors that could impact the budget.

Remodeling a Kitchen Is a Big Project—Here's What You Can Expect It to Cost

Costs can vary depending on the size of the kitchen, scope of the project, and geographical location.

Read More
Your labor is worth more than you think.

AI won't replace your job yet because it's still too expensive, according to MIT

Implementing AI models has a high cost, and companies are only interested in investing in technology that offers a return on investment.

Read More

Are you concerned about a loved one being vulnerable to friendship and romance scams online? Join our exclusive webcast to discover valuable tips on how you can help protect your loved ones from being targeted online. https://rbc.rev.vbrick.com/#/webcasts/rbccyber

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

Daniel Henry

949-720-8968
daniel.henry@rbc.com

Bulletin Board

RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting "Sign in" above to log into your accounts and then choose "Add External Accounts". It’s a simple and secure way to keep your financial life connected to your everyday life.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Let's start the conversation

Please fill in all the mandatory fields. 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 form.

*Required fields