Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact me for more information.

Protect what’s important to you

Your needs for financial protection are an ever-changing story. Now is a great opportunity for us to discuss how we can strategize your wealth planning for today’s and future generations. Between life, long-term care, and disability insurance options, you have several ways to protect your legacy for your loved ones. Contact me today to review which insurance options are appropriate for you and your family.

Facing a financial crunch this tax season?

Even with the best of planning, sometimes surprises occur during tax season. If you are thinking about selling securities to pay a tax obligation, consider a short-term, flexible financing solution with RBC Credit Access Line from the Royal Bank of Canada, instead. Done prudently, it can help keep your investments working toward long-term goals. It may also help you avoid potential taxes and fees associated with selling securities. Contact me today to learn more.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

J.D. Power 2020 Award#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.

Prosper US Spring 2020 editionExplore Prosper•US

Take a look behind the scenes at the culture, leadership and day-to-day life at RBC Wealth Management in our latest issue of Prosper•US magazine. Designed for women who advise, plan, spend, save and give, this RBC publication is full of inspiration and practical tips for women in the industry. Read the Spring 2020 issue.

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

Why are U.S. equities rallying while Main Street struggles?

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

Read more
The road to recovery for the U.S. Economy

Audio commentary: The road to recovery for the U.S. economy

Tom Porcelli, a Managing Director and Chief U.S. Economist at RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the post-COVID-19 U.S. economic recovery.

Read more

Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact me today to learn more about RBC Credit Access Line and be prepared for the unexpected.