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

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.

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.

Latest Insights

Brandenburg Gate, Berlin

Europe summer 2025: Headlines galore

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

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Social Media

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Did you know now is the perfect time to plan for your child’s education? As you gear up for back-to-school shopping, it’s smart to think about your child’s college years too. College savings plans make a great tool when planning for the future. Message me to learn more.

Check out how RBC House came to life during the 2025 MLS All-Star Week. #TeamRBC #MLS

Connecting with people and helping them achieve their goals is our business. That’s why we are proud of firm-sponsorship events that foster community and honor nonprofits that are making a difference in people’s lives. The recent MLS All-Star Week and events in the RBC House at Antone’s in Austin, Texas, scored big on community building! #TeamRBC #MLS

Let's start the conversation

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