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How we serve you

We specialize in providing proactive wealth management planning services, estate planning services and assists organizations with retirement plan solutions with the goal of higher participation rates, higher contribution levels and well-thought-out asset allocation plans among plan participants. We develop long-lasting relationships with our clients, acting as your trusted professionals who bring order, clarity and customized performance to your financial lives. We focus our years of experience on serving the complex wealth management needs of organizations, families, and high-net-worth individuals who seek the level of knowledge and experience that we bring to them as their primary wealth advisory resource.

Managing employer-sponsored plans

We focus on helping our clients manage retirement plans for their employees. As a plan sponsor, you have a fiduciary responsibility to regularly review your plan and make sure your costs are reasonable. Reviewing participant demographics, investment menu choices, educational materials, fiduciary issues and provider services can help you manage risk and optimize the value of this benefit for your employees. Our goal is to support and bring you ease through this process. For more information on 401(k) plans and to receive a complimentary benchmarking review of your plan, please contact us.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

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Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!

The IRS has announced higher 401(k) contribution limits for 2025. Here’s what savers need to know....

IRS announces 401(k) contribution limits for 2025

Planning for your financial future? Just a reminder, the IRS released the 401(k) and IRA contribution limits earlier this year for 2025. It’s crucial to know these figures as you map out your retirement savings. As we are halfway though the year, it's important to review your retirement contributions as we approach the second half of the year. Let’s discuss how to maximize your contributions and secure a comfortable future.

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Did you know summer is peak season for vacation rentals? Whether you’re eyeing a second home for family getaways or exploring rental income opportunities, the right plan can turn a vacation home into a financial asset. Let’s plan together!

Let's take the next step together

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

Meet the team

Learn more about The Dimino-Seewald Group. 

Latest Insights

London skyline

One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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