Helping you grow more than wealth

How we serve you

Keith, Carr Wealth Management Group feels fortunate for the opportunity to work with clients and help them reach their most meaningful goals. Whether it is career transition, retirement, estate planning services or tax-considerate, disciplined investing, our team has the experience to assist you.

We believe it is important you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.

Advice 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.

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

image of Keith, Carr WMG

Learn more about us.

Latest Insights

Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Read more

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields