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

GI Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more in 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

Ships

Iran war: De-escalating or escalating?

Mar 27, 2026 | Frédérique Carrier

The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead, and lessons history offers.

Categories: Analysis

Read more
Younger business women walking together and laughing

Women, wealth and legacy: Three generations are redefining financial success

Mar 24, 2026 | RBC Wealth Management

Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact.

Categories: Analysis

Read more
Alphabet

Central bank alphabet soup

Mar 20, 2026 | Thomas Garretson, CFA

The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.

Categories: Analysis

Read more