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 Midyear Outlook

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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.