Mission statement

We strive to be the people who care about you, and how your wealth impacts your life, more than anyone who is not part of your family. Your financial security is our responsibility. We achieve our mission by getting to know you, your family dynamics, your goals and priorities in life..

Value Statement

We are committed to helping improve our clients’ financial life for today and tomorrow, to enjoy their lives free of the worries of managing their investments.

Our more than 20 years of experience have allowed us to develop customized strategies for each client by trying to see the world from your perspective. We utilize a structured and disciplined investment approach by leveraging the strength of RBC’s investment and research capabilities. We know what we own, why we own it — and why we sell it.

Clients choose our group for our financial stewardship and they choose- RBC for its strength, stability and sustainability, which includes being a Top 5 largest bank in North America, having consistently high credit ratings, and being named one of the world’s top 100 sustainable companies.

Wealth management approach

Our wealth management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding your financial objectives — We begin by listening to understand you and your financial objectives.
  • Gathering your current financial information — Together, we gather specific information on your financial picture.
  • Developing smart, time-tested strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service — We regularly review your situation to help ensure your financial objectives are being met.

Are you ready for retirement?

We spend years dreaming about and saving for retirement, which for many people will be as long as their working years.  There are steps you can take to help turn your dreams into reality. 

At RBC Wealth Management, our first priority is to help clients achieve their financial objectives, starting with a plan for retirement.

If you are interested in a complimentary retirement plan, please email us at charles.meizoso@rbc.com

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation contact us.

Meet our team

Learn more about the
Keating Meizoso Wealth Management Group.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Bulletin Board

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

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.

Disclosures
  1. 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.
  2. Ratings (as of February 26, 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.
  3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

Brian Keating is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TX, UT, VA, VT, WA, WI. California Insurance License # 0L23855.

Brian Keating, NMLS # 1536836, and Charles Meizoso, NMLS # 1535314 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.

Charles Meizoso is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TX, UT, VA, VT, WA, WI. California Insurance License # 0L22993.

Read additional advisor disclosures.