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 - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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

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Technical update: Signs of rotation support rebalancing portfolios

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

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