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

Global Insight Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. 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.

Latest Insights

Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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Contact

IVY Wealth Solutions Group

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