Who we are

We serve a select group of financially successful individuals and families in the areas of portfolio management, wealth planning strategies and retirement strategies. We collaborate with our clients and their tax and legal advisors to understand all aspects of the client’s situation. This helps us to create and implement tailored wealth management strategies to address our clients’ unique needs, goals and challenges. We believe our holistic wealth management approach enables us to help our clients reach both their personal and financial goals.

Proud to work with a nationally recognized teammate 

The Monarch Financial Advisors, are very proud that Financial Advisor Karen English was named a Working Mother's Top Wealth Advisor Moms in 2021, a Forbes' Top Women Wealth Advisor in 2022 and a Forbes Top Next Gen Wealth Advisor in 2022. 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, Karen!

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insights 2023 Outlook Cover December 2022Global Insight 2023 Outlook

The expected recession from an investment perspective. Read the full economic outlook in the latest Global Insight 2023 outlook.

Meet the team

Learn more about Monarch Financial Advisors

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.