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The RBC Institutional Consulting Group is a select group of financial advisors who serve the advisory needs of foundations, endowments, businesses and family trusts. We’ve passionately provided investment consulting services and retirement plans to institutional clients since 1940. Services are tailored to meet the unique needs of your organization.
We are truly honored and grateful to be recognized by the National Association of Plan Advisor's Top DC Advisor Teams list in 2025 . This is such a noteworthy honor. Thank you to the team for your hard work and everyone at RBC Wealth Management who support our practice.
Ask me about the RBC Institutional Consulting services and how we can help your business or nonprofit with a range of financial services from investing to retirement plans