Our mission

Our team provides customized investment management, and wealth planning services designed to help business owners, multigenerational families, executives and entrepreneurs turn complex financial strategies into impactful decisions that can benefit future generations. Hyperion Wealth Group also focuses on providing distinctive solutions for family offices, and clients who have private equity as a sizable component of their estate. By working with our team of experts, you will receive personalized guidance on investments, risk management and charitable giving strategies, along with wealth preservation solutions to help meet your long-term goals. Our holistic approach to wealth management considers not just your immediate financial needs, but also the needs of your heirs and the legacy you want to leave behind. Whether you are planning for retirement, saving for your children's education, giving back to your community, or looking to protect your assets, our services are tailored to ensure your wealth has a meaningful impact for your family and generations to come. 

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

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.

Contact us

We welcome you to experience the Hyperion Wealth Group difference for yourself. Contact us today to set up a meeting.

Taking control of health care in retirement

Wealth Insights Report: taking control of health care in retirementThis Wealth Insights report features actionable recommendations, helpful checklists and healthy best practices to help you make the most of every stage of your life as you age.

Download Taking Control of Health Care in Retirement Wealth Insights guide

Making an impact

Wealth Insights Report cover image - charitable giving: realizing your vision for a better world.Planning your family’s legacy with informed choices about the organizations you want to support and checking that your donations are used appropriately may be time-consuming and complicated. We are available to help your family plan for your philanthropic goals and align your values with your wealth so you can support the causes that are close to your heart. 

Download RBC Wealth Management's charitable giving wealth insights report

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide


Easy access to information that matters

RBC Wealth Management Online provides you with the most important information about your financial accounts.

Key benefits of RBC Wealth Management online:

  • See your complete financial picture — including your RBC accounts and those at other financial institutions — through RBC WealthPlan and RBC Total Wealth
  • View account details to stay up to date on your positions, with enhanced reporting, transaction and trade information
  • Take control with cash management features, including capabilities to transfer funds, pay bills, order checks and manage your debit cards
  • Enjoy convenient paperless delivery of your account documents
  • Access account documents, including a full archive of your RBC Wealth Management account statements, tax documents and trade confirmations
  • Explore your lending options with RBC Credit Access Line
  • Securely exchange communications and files with your financial advisor
  • Manage your settings, including contact information and security settings without making a call

How RBC Wealth Management helps keep you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to help protect you and allow you to have access to our services without interruption. Learn more >

Interested in RBC Wealth Management Online?

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It’s time to wrap up and pin down all the milestones you achieved this year. Keep your WealthPlan on track for the new year. Contact me for help.

Looking for a unique benefit to offer your employees? Check out our RBC Echelon partner PinnacleCare and contact me for how this can fit into your business plan.

As holidays approach, people look forward to spending quality time with loved ones. Don’t forget to plan to spend some time talking about family finances. Reach out directly to me for help navigating though these difficult but crucial conversations.

Meet the team

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Learn more about Hyperion Wealth Group. 

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