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Welcome

We provide financial solutions to individuals and their families through a comprehensive wealth management process. Our focus is on developing customized investment strategies to meet specific investment profiles. Investors benefit from our personalized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Investment philosophy

We bring professional wealth management to individual investors. Customized portfolios are built and maintained with a mix of assets which meet their objectives and risk tolerance. Objectives are reviewed regularly with each client and a goals based approach is utilized for long term planning.  With many years of experience we believe we are firmly grounded in the art of building and preserving capital.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Disclosures

Robert Taylor is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI. California Insurance License # 4099841.

Robert Taylor, NMLS # 1865067, and Sandy Leith, NMLS # 2014721 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Sandy Leith is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI.