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 strength, 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, objective 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.

GI Monthly Cover October 2022Solar energy: Here comes the sun

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity. Read the full economic outlook in the latest edition of Global Insight Monthly.

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. 

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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April Is Financial Literacy Month | Homeland Security

April is Financial Literacy Month, a month focused on educating people about the importance of planning for a secure financial future.

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From all of us at #TeamRBC, congrats to Jordan Spieth on winning the 2022 #RBCHeritage in a thrilling playoff!

Did you know this about money management? It’s important to start talking with children at an early age about money. I can help you have that conversation.

Latest Insights

Dry river bed

Receding liquidity exposes risks

The receding tide of monetary liquidity is exposing long glossed over financial vulnerabilities and systemic risks. In this environment, we expect financial markets’ volatility to continue.

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