Our most treasured asset is our clients' trust


Welcome to our website

We consult with individuals and entrepreneurs to help them achieve financial independence through a long-term approach to investing. Our business is founded on thoughtful and open communication with our clients. Our approach allows us to fully understand our clients' financial goals and objectives, the first step in helping them realize their dreams. We pride ourselves on building client relationships based on trust and high ethical standards.

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
  • Standard & Poor's 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.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Contact us

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Meet the team

Learn more about us

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Latest Insights

Thanksgiving table setting

The benefits of a financial chat over the holidays

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

Read more