Value statement

I help individuals and their families achieve their financial goals by creating and implementing personal investment models based on detailed fact finding and needs analysis, incorporating the concepts of risk management, asset allocation theory, and wealth management.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa22 and A23 / stable4
  • Standard & Poor's AA-2 and A3 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


The financial impact of caregiving

Alzheimer’s disease and cognitive decline have a devastating impact not just on those with the disease. It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members. RBC surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving. Please download RBC’s Preparing for the Expected report to learn more.

Hendrickson Foundation Golf Event

Proud to be a tee sponsor and participant of the Hendrickson Foundation Golf Event, which supports disabled hockey programs such as Minnesota Sled Hockey, Minnesota Special Hockey, USA/Minnesota Warriors, and Minnesota Blind Hockey.

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 my approach, I would love to hear from you.  To set up a consultation click Contact.
Key Numbers

Key tax reference numbers 2021
Key tax reference numbers

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