Our Values

We believe the most influential factors for successful wealth management aren’t share price, dividend growth or even investment selection, rather it’s your life, your family, your aspirations and your needs. These are the basis of the strategies that we build with you, and it is against these strategies that we measure success. When investment strategies are designed and recommended for your consideration after our conversations to learn what matters most to you, we work tirelessly to earn your trust. To retain your trust, we believe in the importance of continued conversations around risk tolerance, time horizon and liquidity needs. We also leverage resources throughout the firm to help meet your complex needs so you can achieve your goals and dreams at various stages of your life’s journey.

Industry awards

  • Barron’s 2009 Top 1,000 Financial Advisors: 1st place in Minnesota
  • Barron’s 2010 Top 1,000 Financial Advisors: 1st place in Minnesota
  • Barron’s 2011 Top 1,000 Financial Advisors: 1st place in Minnesota
  • Barron’s 2012 Top 1,000 Financial Advisors: 1st place in Minnesota
  • Barron’s 2014 Top 1,200 Financial Advisors: 2nd place in Minnesota
  • Barron’s 2015 Top 1,200 Financial Advisors: 1st place in Minnesota
  • Barron’s 2016 Top 1,200 Financial Advisors: 2nd place in Minnesota
  • Barron’s 2017 Top 1,200 Financial Advisors: 1st place in Minnesota
  • Barron’s 2018 Top 1,200 Financial Advisors: 4th place in Minnesota
  • Barron’s 2019 Top 1,200 Financial Advisors: 1st place in Minnesota
  • Barron’s 2020 Top 1,200 Financial Advisors: 4th place in Minnesota

Strength 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
  • Standards and Poor 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.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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.

Latest Insights

Older woman in her ceramic studio looking at a tablet

Planning for succession

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields