Strengthening your financial security

How I help you

I help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. I also work closely with my client’s tax and legal advisors to coordinate the most efficient and effective means for helping to turn financial goals and dreams into reality.

Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to help accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management.

  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy by which you want to be remembered

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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

Red, yellow, green

U.S. Recession Scorecard: Slow going

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

Read more

Let's start the conversation

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Disclosures

Joe Regan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CT, DC, FL, HI, ID, MS, NC, NM, NV, NY, OK, OR, TX, VA, WA. California Insurance License # 0A38006.

Joe Regan, NMLS # 1401652 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.