Joseph Gandolfo - RBC Wealth Management

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

<p>5. Scorpio Partnership's Global Private Banking Benchmark Report 2018. This measurement includes all global RBC Wealth Management affiliates including the U.S. division.</p>

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
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.

<ol> <li>RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.</li> <li>Ratings (as of May 28, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.</li> <li>Ratings (as of May 28, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.</li> <li>Ratings outlook.</li> </ol>

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.

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.

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Did you know estate planning is important regardless of your level of wealth or the assets you’ll leave behind? It affects far more than money, as estate documents can affect minor children, health care decisions and more. Reach out to talk it over!

Life is full of change and insurance coverage can help support you and your loved ones along your journey. Let’s discuss how insurance can be part of your wealth planning. Already have life insurance? Let’s review to see if it’s meeting your current circumstances.

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