Professional & total wealth management


Our mission

Simply put, our mission is to assist individuals, families and business owners in achieving their financial objectives. We strive to manage the financial opportunities and risks you will encounter throughout your life. And we do so through a close-knit working relationship and prudent, customized investment strategies tailored specifically to you.


Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

With change comes questions

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

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Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families and institutions and their assets.

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Latest Insights

Federal Reserve

Six rate cuts in search of a reason

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

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