Our values

Getting to know you helps us identify and prioritize the goals that matter most to you and your family, such as planning for retirement, saving to buy a home, selling or starting a business, funding a college education for your children or grandchildren, or transferring wealth to the next generation. We help bring clarity to your financial decisions and help you avoid irrational investment missteps. Then we customize a wealth management plan and investment portfolio to help you pursue your passions, and provide ongoing guidance and advice to help keep you on track and up to date.

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
  • Standards and Poor 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.

RBC Wealth Management Online

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Meet us

James Christy & Jennifer Ruppert

Learn more about James Christy & Jennifer Ruppert 

With change comes questions

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

Latest Insights

calculator and tax form

What you can do to avoid tax surprises every year

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.

Read more

Let's start the conversation

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