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The new face of wealth and legacy

A study commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU) has revealed that the definitions of wealth and legacy are shifting among high-net-worth individuals in the U.S. Rather than focus on wealth preservation or the traditional transfer of assets, Americans are increasingly concerned with the impact of their money over their lifetime and beyond. To learn more about this transformation and other interesting findings, download the full report.

Lessons in legacy with the Cousteau family: The importance of planning

Jacques Cousteau was a visionary of his time. Today, his grandchildren preserve the family’s values through their work as environmental advocates and storytellers.

Let Us Help You Grow More Than Wealth

Our team is dedicated to assisting clients in identifying and achieving their life goals through appropriate strategies, open communication and exceptional service. We strive to help our clients by creating and implementing comprehensive wealth management plans allowing them to effectively accumulate, protect and transfer wealth. The result is a long-term relationship helping lead our clients to financial peace of mind. Contact us today to learn how we can help you achieve your goals.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Millennials and Wealth Transfer report

High-net-worth Millennials are engaged with their wealth and actively preparing themselves to manage it wisely. In the third of four reports in our in-depth wealth transfer series, we look at how Millennials acquire financial knowledge, manage the inheritance process, and prepare to pass on their wealth to the next generation.  Download our Millennials and Wealth Transfer report to learn more.

As the Brexit clock ticks down, what now?

As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment? Read the full economic outlook in the latest edition of Global Insight.

It's all about staying connected

Thank you for trusting us as your wealth management partners. Our commitment to you goes beyond sharing our knowledge and expertise. If your current life or financial situation has changed, feel free to contact us and set up and appointment.

If you are not currently a client, and would like to learn more about our approach, we would love to hear from you.