Helping you grow more than wealth

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

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the 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.

Latest Insights

Man looking at investments on computer monitors

Responsible investing trends to watch in 2025

Explore responsible investing trends to watch for in 2025, growing physical climate risks, as well as an update on EVs and their environmental sustainability.

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Let's start the conversation

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