Our most treasured asset is our clients' trust

Doing what is right for our clients, always

First, and foremost, we are responsible to our clients. Every individual has a unique history and that history must be understood. We believe listening to each clients’ individual needs, goals and concerns is imperative. Our team strives to equip our clients with the knowledge and confidence to make suitable decisions for themselves and their families. We strive to review every aspect of a client’s situation. When necessary, we collaborate with the clients’ families and other resources such as accountants and attorneys. Having your financial house in order is an ongoing process. We continue to review changes in clients’ circumstances to determine if something has affected their current strategies, and offer proactive recommendations.

Our goal is to act with transparency and integrity with the motto, “We do what is right for our clients, always.” We want our clients to have the peace of mind knowing someone is looking out for them.

 

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A Holiday Travel Chat With Rick Steves

Nov 19, 2025 01:00 AM Pacific Standard Time - Nov 19, 2025 02:00 AM Pacific Standard Time
Location To Be Determined

Join us on Wednesday, November 19, at 1 p.m. (PT) for a special virtual event with renowned travel expert and best-selling author Rick Steves as he shares his insights and experience on European holiday travel. Don’t miss this exclusive conversation, Rick will offer valuable tips and provide inspiration for making your European holiday travels truly unforgettable.

Hosted by:

Colin Hawkes
West U.S. Divisional Director
RBC Wealth Management

Guest speaker:

 

Rick Steves
Best-selling author and television host

Date and time:

Wednesday, November 19, 2025
1 p.m. (PT)

Join here: Webex
Webinar number: 180 219 0007
Password: RickStevesRBC (74257838 when
dialing from a phone or video system)
Join by phone: +1 (877) 310-7479 U.S. toll free
Access code: 180 219 0007

 

RSVP
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A New Era of Wealth Transfer Webinar

Nov 04, 2025 12:00 PM Pacific Standard Time - Nov 04, 2025 01:00 PM Pacific Standard Time
Location To Be Determined

Join us to discuss the significance of creating a financial legacy. Hear from industry specialists on how to navigate wealth transfer and grow your legacy for generations to come.

Hosted by:

Paul Fahey Jr., CFP®

Senior Vice President – Financial Advisor
Senior Portfolio Manager – Portfolio Focus

Candice Storm, CDFA®, CFP®

Senior Financial Associate
RBC Wealth Management

Guest speakers:

Cyndy Ranzau

Echelon Wealth Strategist
RBC Wealth Management

Matt Loftin

Wealth Strategist
RBC Wealth Management

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