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.

Helping you grow more than wealth

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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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.

Latest Insights

Royal Exchange and Bank of London

Global Insight 2025 Outlook: United Kingdom

Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.

Read more

Let's start the conversation

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