Welcome to the Minneapolis Complex

The Minneapolis Complex is unique. We have the advisors and locations to fit your style, location and personality. The culture at RBC Wealth Management has been, and always will be, that of a global leader with local roots.

 

A stable, safe, and sustainable global financial institution

RBC has proven to be consistently strong and stable with a high-quality balance sheet, proactive risk management, and a strong liquidity position.  RBC’s financial strength and scale are levers that help us achieve greater results for our advisors. Experience the expertise of a leading global financial institution.

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

  • Approximately 98,000 employees speaking over 100 languages serve more than 17 million clients worldwide
  • One of the world’s leading diversified financial services companies, providing personal and commercial banking, wealth management services, insurance, corporate and investment banking, and transaction processing services on a global basis
    • Moody's Aa1 and A1/ stable4
    • Standard & Poor's AA-2 and A3 / stable4
    • Fitch Ratings AA and AA- / stable4
  • Additionally, RBC has a reputation of stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

250 Nicollet Mall, Suite 2000, Minneapolis, MN, 55401, USA

Our Advisors

Find all advisor profiles here

Bill Boehm, AWM, CIMA®

Senior Managing Director - Complex Director
Melissa Moser

Melissa Moser

Vice President - Complex Assistant Manager

Dawn Barrett

Associate Vice President, Complex Assistant Manager
Karen Havel

Karen Havel

Associate Vice President, Complex Assistant Manager

Latest Insights

Woman shopping for groceries

The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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Busy office workers

U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Read more