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
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.

<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 at August 27, 2024) 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 at August 27, 2024) 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.

Latest Insights

The Fed’s big bang rate cut

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

Social Media

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Fall is here, and that means falling leaves, cooler weather and, for many of us, returning to school or work. Wishing you a happy fall season filled with purpose and meaning.

Did you know that Gen Xers now carry the highest student loan balance? It's critical to know the ins and outs of your loan to eliminate this debt. There are tips to support you, including tax strategies to help manage your student loan debt more effectively.

As we mark this 9/11 anniversary, we honor those who were lost and the heroes who emerged in our darkest hours. Let their legacy inspire us to uphold the ideals of bravery, compassion and unity. #PatriotDay

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