Helping you grow more than wealth

How we serve you

We provide customized financial services supported by the broad capabilities of a global institution. Working with a limited number of affluential clients, we offer you and your family personalized attention for your financial life, now and for future generations.

We work with individuals, families spanning multiple generations, business owners, executives, nonprofits, and foundations. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy. Working with a team of specialists, we draw on the resources and insights of a global financial firm to create strategies that reflect your aspirations. We know that significant wealth brings complex challenges—and our experience, passion and perspectives can help simplify your life.

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. 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

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Learn more about The Monnoleto Redcay Group.

Latest Insights

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Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

Aug 15, 2025 | Robert Sluymer, CFA, Technical Strategist – New York

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

Read more

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