Continuity in your wealth plan 

Our team has grown through three generations of financial advisors at RBC and we’re passionate our helping our clients achieve their financial goals. We provide practical and individualized advice to help our clients enhance their lives now, while planning for a financially stable future. Our goal is building multi-generational relationships that provide investors’ confidence and continuity. We prioritize our client’s needs, wants, and wishes in their wealth plan with our goal of being an ally in financial success.

Wealth Management Philosophy

Finding the right financial advisor is not as simple as picking a few good stock ideas. We believe it’s a relationship that gives investors confidence in the ability to meet their goals. Our clients enjoy working with our team as we give them options for how to prudently manage their wealth according to their ideals. Our first step is to identify our client's objective and then to build a plan based on their personal preferences and the ever-changing financial environment. We review each client's individual portfolio on a systematic basis and guide clients toward the options that suit their needs for today and goals for the future. 

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 we do. We often help our 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 us today to discuss how we can help you reach your goals.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Latest Insights

Berlin

Pay attention to triggers for Europe

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

Read more

advisor

Senior Vice President - Financial Advisor


advisor

First Vice President - Financial Advisor