The Eckelman, Bergamo, Yablonsky, Lamm Team - RBC Wealth Management

Helping you grow more than wealth

At the Eckelman, Bergamo, Yablosnky, Lamm Team, we take the time to get to know you and your goals.

With our more than 100 combined years of experience and varying areas of focus, our experienced team of financial advisors is dedicated to creating a customized wealth management plan, unique to you, your situation and your objectives.

We strive to help investors, families and small business owners maximize income and reach your milestones.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

We do:

Asset accumulation
Retirement planning
Cash flow strategies
Advice beyond investing
- Tax-considerate strategies and legacy and estate planning services

RBC Wealth Management Online

Global Insight Monthly

Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

We invite you to learn more about us.

Advice 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.

<ol> <li>RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.</li> <li>Ratings (as at February 27, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.</li> <li>Ratings (as at February 27, 2024) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.</li> <li>Ratings outlook.</li> </ol>

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Latest Insights

The push and the pull of U.S. earnings

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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