The best returns are more than financial


Strategy. Execution. Success.

Our investment process begins with an effective risk analysis of each client. From there we develop customized solutions based on the client’s risk profile and the time tested asset allocation model. The process is managed and adjusted as necessary to meet the long-term investment objectives of each client.

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.

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 my website to learn more about our customizable solutions designed to strengthen your financial security.

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.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

It's all about staying connected

Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. If you are not currently a client feel free to contact me and set up a meeting. 

Learn more about me

To learn more about me, view my bio here

Let's start the conversation

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Happy 2025! Wishing you a new year filled with happiness and prosperity.

Explore the Global Insight 2025 Outlook, where we uncover wealth planning strategies tailored for various regions worldwide. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/insights/global-insight-2025-outlook.pdf

Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.

Should You Help Your Adult Children Buy a Home?

With current home prices and mortgage rates making it difficult for many young adults to achieve homeownership on their own, financial support from parents can make a big difference. Check out these ways parents of adult children can help without jeopardizing their retirement funds and goals.

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Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Despite generational differences, the obstacles donors face around giving are largely the same.

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