The best returns are more than financial


Value statement

I help individual investors and small businesses identify, manage, and achieve their financial goals.

Whether your goal is saving for college, planning for retirement or generating income while in retirement, we will design a flexible portfolio that meets your needs and adapts to life and market changes. Our client centered approach enables us to focus on each client, one at a time and really tailor solutions to meet their goals. This may include tax-free bonds, stocks, mutual funds, alternative investments, managed futures, private money managers, annuities, insurance and more. My goal is to exceed your expectations and drive business growth through referrals.


Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's 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.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Minnapolis St Paul Business Journal Best Places to Work 2022

Best Places to Work

Minneapolis / St. Paul Business Journal 2022

RBC Wealth Management was recognized for its continued commitment to fostering an inclusive work culture that puts clients first and provides programs and resources to help our colleagues thrive in their careers.

Let's start the conversation

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Latest Insights

U.S. Federal Reserve Building in the fall

How does the Fed’s big rate hike impact the economy and fixed income environment?

Sep 22, 2022 | Thomas Garretson, CFA

As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.

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Couple with dog on a road trip

Tips for building an emergency fund

Sep 22, 2022 | RBC Wealth Management

An emergency fund should be part of wealth planning at every income level.

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