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

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Meet the team

Learn more about the Tripp-Ubanoski Investment Group.

Let's start the conversation

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Latest Insights

Boat in rough seas

Vortex of volatility

Mar 07, 2025 | Kelly Bogdanova

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

Read more