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

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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

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Learn more about The Monnoleto Redcay Group.

Latest Insights

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Think you're too late for a 529 plan? Think again

May 26, 2026 | RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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