Helping you grow more than wealth


We have a team with years of experience and a wide range of expertise. We manage investments and create holistic wealth management strategies for successful individuals and businesses, and we are committed to providing great service. We encourage you to enlist the services of our team to manage your investment portfolio. We will work hard to understand your unique goals and objectives, and we will develop an investment plan for you that adheres to our successful philosophy and your individual needs. We follow the markets closely and in great detail, we have access to important market research, we have the experience to interpret that research, and we have the ability to successfully adjust your holdings as your needs or market conditions dictate. We invite you to explore who we are, what we offer, and how we can help you.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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.

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

woman with iPad and credit card

Keep your holiday shopping merry by warding off fraudsters

With so many transactions taking place, the holiday season is prime time for criminals.

Read more