Helping you grow more than wealth

Our mission

With faith, integrity and trust (F.I.T.), we provide families and businesses with wealth planning strategies designed to help them navigate life’s challenges and opportunities. We strive to help clients achieve peace of mind regarding their financial affairs, so they can live the life they want with confidence.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

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

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Tariff deluge: RBC’s initial take

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

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Disclosures

Chris Meier is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, IA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NY, OR, SD, TN, TX, WA, WI.

Byron Trochman, NMLS # 2459052, Brett Winkelman, NMLS # 2461348, and Allison Jacobson, NMLS # 2597202 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Chad Stark is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, IA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NY, OR, SD, TX, WA, WI.

Byron Trochman is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, IA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NY, OR, SD, TX, WA, WI.

Brett Winkelman is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, IA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NY, OR, SD, TX, WA, WI.

Allison Jacobson is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, IA, IL, IN, KS, MI, MN, MT, NC, ND, NY, OR, SD, TX, WA, WI.

Read additional advisor disclosures.