Helping transform your goals into reality


Jim works with pre-retirees, retirees, high-net-worth families, and business owners to develop customized wealth strategies that address market volatility, tax considerations, and long-term financial goals.

With 30+ years in financial services - spanning large banks, brokerage firms, and his own registered investment advisory - Jim brings extensive industry perspective. He focuses on helping to translate financial concepts into clear, actionable strategies – with his clients goals in mind.

Since 2019, Senior Investment Associate Shaun Alzate has brought strong operational expertise and a Midwestern work ethic to the practice, handling every administrative detail with precision.

Your goals are one of a kind. Your plan should be too. See how we can help.

Key facts

  • Top five global wealth manager by assets5
  • More than $358 billion AUM in the U.S.
  • Approximately 1,800 financial advisors in the U.S.
  • 200 offices across 42 U.S. states

For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. As a global organization, RBC Wealth Management brings diverse expertise and deep knowledge to the sophisticated financial needs of clients around the world.

What you can expect

RBC Wealth Management is committed to earning clients’ trust by building lasting relationships and confidence, putting your interests first. The experience is as much about helping you fulfill your sense of purpose through your wealth as it is about achieving your financial objectives.

Every interaction is defined through deeply instilled core values and a culture of being forward-looking, innovative and committed helping clients thrive and communities prosper. 

A wealth of client solutions

RBC Wealth Management offers solutions to help integrate all your interests—family, business, lifestyle and philanthropy—including thousands of investment products, including many local, regional and international investment opportunities that may not be available from other firms.

Learn more about the RBC Wealth Management approach.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

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.

Helping create a roadmap for your financial future

Our goals-based planning approach helps create a plan that builds confidence for tomorrow

Meet Jim and Shaun

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Latest Insights

Office workers using technology to increase productivity

The delicate shift toward an efficiency-driven economy

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.

Read more

Let's start the conversation

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