Helping you grow more than wealth

Our value

For over two decades we have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, we have dedicated our careers to delivering the personalized investment planning services that our clients and their families deserve. We work with high-net-worth individuals, families and businesses to provide integrated retirement planning and financial services.

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.

Todd and Adam named Forbes Best-In-State Wealth Advisors

We are very proud that Financial Advisors Todd Halbrook and Adam MacDonald were named Forbes Best-In-State Wealth Advisors in 2020, 2021, 2022 and 2023. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Todd and Adam!

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the 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.

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact us  to help you see things differently and tee up your financial goals.

Latest Insights

Woman reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

Read more

Let's start the conversation

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