Navigating the intersection of family & finances

A framework for success

We help clients and their families achieve their goals and have confidence in their decisions by using our SMART Process (Straightforward, Multigenerational Advice that's Reliable and Trusted).  Our team serves as a resource to address all of our clients' financial concerns, reduce stress, and nurture peace of mind.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Collision course?

With hardliners in the U.S. and Iran holding sway, the two longtime adversaries remain locked in a bellicose standoff. While a diplomatic off-ramp may emerge, we believe the crisis could unfold in a manner not yet fully appreciated by the oil market. Read the full economic outlook in the latest edition of Global Insight.

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 Goldman Monroe Team

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Latest Insights

Market volatility: It’s a mad, mad world

Aug 19, 2019 | Kelly Bogdanova

Equities are stuck in the spin cycle. We’re cautiously constructive on the U.S. market, but our appetite outside of North America is diminishing.

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Global Insight Weekly

Brexit uncertainty and political upheaval: What's next?

Aug 13, 2019 | Frédérique Carrier

The long and difficult road to Brexit continues. We look at the political upheaval and what it means for the UK’s outlook and investment strategy.

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