We are committed to improving the quality of our clients’ lives, creating a solid and long-lasting relationship through all stages of your life.

Mary Ann Heeren named an award recipient

At the McDevitt Heeren Investment Group, we are very proud that Financial Advisor Mary Ann was named a Forbes Top Women Wealth Advisor in 2023 and a Forbes Best-In-State Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Mary Ann!

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

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In the news

From French teacher to Peace Corps volunteer, this RBC Wealth Management Financial Advisor, Mary Ann Heeren, finds her varied skills have served her well. Read more to learn about Mary Ann's story.