The best returns are more than financial

Our mission is to support the financial decision making of affluent individuals and their families. We advise, guide and motivate our clients to implement strategies that help simplify their lives, as well as grow and preserve their capital. Our team works in concert with our clients’ other advisors, such as Certified Public Accountants and Attorneys, to formulate customized and comprehensive strategic life solutions.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

We are proud to announce that Mike has been recognized by the National Association of Board Certified Advisory Practices as NABCAP Premier Advisors for the 2nd year in a row!

The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment, planning philosophy, credentials, team dynamics, fee/cost structure and average AUM per client, among other areas.

There's wealth in an approach that simplifies your financial life

At RBC Wealth Management, we are committed to principles like integrity, service and trust. Our first priority is helping clients like you prepare financially for the future you want, both for you and the people you care about. That's why we focus on providing personalized solutions for your unique needs. With the strength and world-class resources of RBC, we are well-prepared to help make it easier to achieve your complex wealth management goals. So you can feel confident your financial life is on track. Our promise to you is a sincere one: "Our goal is to help you reach yours."

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact me.

Latest Insights

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U.S. debt: Not living on borrowed time

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Did you know this about money management? December is an ideal month for year-end gifts. I can help you incorporate charitable giving into your wealth plan. Contact me to learn more.

Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.

Did you know this about money management? Women are gaining more wealth than ever before. At RBC Wealth Management, we’re here to support you. Contact me to learn more.

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