Our culture

President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

Why stay with a firm where you feel like a number?

RBC Wealth Management empowers our employees with a spirit of entrepreneurship. We combine world-class strength and global resources with a vibrant small-firm culture. RBC seeks the advisor whose character is as strong as their production, and whose investments are primarily in relationships. We seek the right people, striving for excellence.

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

5251 DTC Pkwy., Suite 1200, Greenwood Village, CO, 80111, USA

Mary Helen Jacobus, CEPA®, MSOL

Senior Vice President - Branch Network Director

Rachel Hasler

Rachael Hasler

Senior Branch Service Manager

Lydia Hamilton bio photo

Lydia Harvey

Senior Complex Administrator

Bulletin Board

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