It's your journey...

A guide can provide knowledge and enhance the experience and our seasoned, multi-generational team, focuses all our energy on your financial success. Together, we will develop a disciplined and tax-efficient approach for all phases of financial planning and consistent communication along the way.

How will you bring your ideas to life?

You have ideas for your future. Ideas for making a difference or being somewhere different. Ideas for sustaining a family legacy or taking a sustained journey. Let’s talk about where your ideas will take you.

Latest Insights

Federal Reserve building

Fed rate cuts on the horizon

Aug 30, 2024 | Joseph Wu, CFA

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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Capital hill building Washington DC skyline

No free rein: The realities of U.S. presidential power

Aug 26, 2024 | Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

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musicians on stage at RBC event

Investing in the future: Creative programming makes financial education fun

Aug 23, 2024 | RBC Wealth Management

Young people are learning about the stock market, investing and personal finance through innovative activities and games.

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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

Learn more about the Elevated Financial Group

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
  • 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.

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Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide