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 - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. 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

adult daughter talking to senior mother

How to talk to your parents about their estate plan

Conversations about values and wishes for their estate are as important as the planning itself.

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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.

Jason Kleis is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, IA, ID, IL, IN, KS, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, SD, TX, WY.

Nic Nelson is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, IA, ID, IL, IN, KS, MD, MN, MO, NC, NE, NM, NV, NY, OH, OR, SD, TX, WY.

Read additional advisor disclosures.