Expertise you can count on.


Value statement

Ivy Wealth Solutions Group provides a unique and experienced approach to managing your wealth. Our team offers our clients more than 80 combined years of industry experience. We oversee the organization, strategic planning and active management of your financial resources.

On your behalf, we consult with your other trusted advisors, and employ the vast resources of RBC Wealth Management, a division of RBC (Royal Bank of Canada), a premier global banking and wealth management firm.

Our mission is to help you create and maintain your financial independence.


Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in 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.

Latest Insights

Narrow path

The “Great Narrowing”: S&P 500 concentration

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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Contact

IVY Wealth Solutions Group

484-530-2822
bill.gallagher@rbc.com