2026 virtual call schedule

Contact us  to register & for more information.

Thursday, February 19, 12:00 p.m. (CT)

Global Insight monthly market with Kelly Bogdanova, Analyst PCG Research Portfolio at RBC Wealth Management

Thursday, March 19, 12 p.m. (CT)

Roth conversion strategies with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, April 16, 12 p.m. (CT)

Money matters for young professionals with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, May 14, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, June 18, 12 p.m (CT)

Women in wealth with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, July 16, 12 p.m. (CT)

Beyond stocks and bonds: the world of alternatives with Thad Beller, Alternative Investment Consultant at RBC Wealth Management

Thursday, August 20, 12 p.m. (CT)

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 17, 12 p.m. (CT)

Market outlook and insights with Janet Engels, VP & Head of Global Investments at RBC Wealth Management

Thursday, October 15, 12 p.m. (CT)

Charitable giving and donor-advised funds with Antoine Burrell, Trust Consultant at RBC Wealth Management

Wednesday, November 18, 12 p.m. (CT)

Year-end planning with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, December 17, 12 p.m. (CT)

Borrow smart: lending strategies beyond the norm with Jon Scheriff, Wealth Management Banker at RBC Wealth Management

Dedicated to earning your trust

Value statement

At RBC Wealth Management, we aim to understand our clients "why". We focus on your needs and objectives in order to provide proactive wealth management specifically tailored to you. This helps guide you to your desired outcomes. Combining RBC's deep resources with our teams 20+ years of experience, we provide the flexibility and reliability you can lean upon to keep you on track.

Small town standards of service with the resources of a global financial leader

While the landscape may differ from location to location, the people I serve share many similarities. They are family-oriented and civic-minded. They work hard and are careful with the wealth they have accumulated. They are down-to-earth and insist on honest, straightforward business relationships and recommendations. They go the extra mile to do a job right — and expect their financial advisors to do the same for them.

We share these values with our clients. We view it as our job to help your family accomplish their financial goals, so they can focus on growing more than wealth. Perhaps these are reasons why our clients choose us over other financial advisors.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Global Insight Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly