Wealth Management

Founded in 1901 as a small stock and bond brokerage, RBC Wealth Management has grown into the nation’s eighth-largest full-service investment firm. 1 Despite this growth, the firm’s values have stayed true to its small-firm roots. As a part of RBC, I provide clients with the breadth of financial products and services only available from a leading global institution. This combination of small-firm culture and large-firm capabilities makes RBC Wealth Management unique in the financial services industry and gives me a distinct competitive advantage in the way I serve clients.

Here are just a few of the ways our clients benefit from RBC Wealth Management:

  • RBC Wealth Management offers a full-range of competitive products and services to serve each client’s unique needs. I have access to thousands of investment products, including many local and regional investment opportunities that may not be available at other firms.
  • Investors choose to work with me as much for my comprehensive approach to wealth management and investment solutions provided by RBC Wealth Management as for their confidence in the firm's strength and stability.
  • Through the client account website, clients have exclusive access to industry and equity research from RBC Capital Markets.
  • RBC Wealth Management has earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. The number one priority is responsibly managing the financial assets you entrust to us.

1As measured by the number of financial advisors.