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 - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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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Family offices reset following volatility in early 2025

Oct 16, 2025 | RBC Wealth Management

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

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