Houston Memorial

Helping you grow more than wealth

The Houston offices of RBC Wealth Management are pleased to announce that we were named a Best Places to Work by the Houston Business Journal for 2023. Each year, the Houston Business Journal recognizes the region’s top employers through their Best Places to Work program.

This year’s list includes 100 companies, which were ranked based on employee feedback gathered through an online survey. Responses from each completed employee survey were compiled and evaluated, with winners chosen in each of the categories by their composite score.

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

• Retirement Plan Rollovers
• Retirement Income Planning
• Portfolio Management
• Estate Planning Services
• Education Funding
• Company Stock Option Planning
• Tax-Exempt Municipal Bonds

2025 Texas virtual call schedule

Contact us  to register & for more information.

Thursday, March 20, 1:15 p.m. (CT)

RBC Wealth Management Online with Christie Grandbois, Head of Technology and Engagement and Audrey Fougere, Senior Manager, Technology Training at RBC Wealth Management

Thursday, April 17, 1:15 p.m. (CT)

Market-pulse: key insights and trends with Rob Sluymer, Technical Strategist, Portfolio Advisory Group at RBC Wealth Management

Thursday, May 15, 1:15 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Wednesday, June 18, 1:15 p.m. (CT)

Roth conversion strategies with Robert Stern, Wealth Strategist at RBC Wealth Management

Thursday, July 17, 1:15 p.m (CT)

Wars, geopolitical shocks and the stock market with Eric Holsen,  Vice President, First Trust

Thursday, September 25, 1:15 p.m. (CT)

Cybersecurity & fraud with Tara Ambrose, Senior Manager of Client Risk Prevention at RBC Wealth Management

Thursday, October 16, 1:15 p.m. (CT)

Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management

Thursday, November 20, 1:15 p.m. (CT)

Financial transitions and milestones with Robert Stern, Wealth Strategist at RBC Wealth Management

Thursday, December 11, 1:15 p.m. (CT)

Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management

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.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Monthly

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 »

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.