Our most treasured asset is our clients' trust


Welcome

Dave helps meet the investment management needs of high net worth individuals, endowments, and foundations. He helps his clients achieve their investment goals by asking questions, listening, educating, and delivering high-quality service.

A reputation of trust

At RBC Wealth Management, we're proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. There are thousands of investment firms to choose from out there, but investors pick us as much for their confidence in our strength and stability as for the comprehensive approach to wealth management and world-class investment solutions we offer. We look forward to earning your trust.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact me to set up a consultation.

Bulletin Board

Latest Insights

Couple holding hands walking in marina

Are you prepared for the sunsetting tax laws?

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

Read more