Our mission

Our mission is to be trusted advisors through providing meaningful investment and wealth planning solutions that are consistent with our clients short-term and long-term needs and aspirations.

How we serve you

We build client wealth through recessions and expansions, market crashes and bubbles, fear and euphoria. Planning for today, helping protect your tomorrow and preserving your family legacy is the “North Star” of our practice

Our team believes in:

• Hard work
• Understanding your needs as our client
• And meeting your needs in a personal and professional manner

For you, the client and your family, these beliefs lead to customized solutions, enhanced wealth – retirement and legacy planning strategies. The result you can expect is a personal wealth plan that aligns investment strategy with your lifestyle needs.

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
• 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.

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Let's take the next step together

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