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
KMS Wealth Management Group.

Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.

 

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, objective 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 strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.