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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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

The Monnoleto Redcay bio photo

Learn more about The Monnoleto Redcay Group.

Latest Insights

Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

Nov 07, 2025 | Joseph Wu, CFA

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Read more

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