Our mission

Our mission is to help provide financial peace of mind. We work every day with individuals, families, business owners, non-profits and plan fiduciaries helping them set and achieve their financial goals. Through a deep understanding of the complexities of your financial picture, we can leverage RBC Wealth Management’s world-class capabilities to tailor a strategy to help meet your unique needs. Our process identifies who you are as an investor and what your goals are, and then creates a plan to help you get there. We invite you to explore our website to learn more or contact us today to schedule an appointment.

Strength you can trust

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

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / 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.

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Meet our team

Personal WM Montalto Weil team photo

Learn more about the team.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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    Disclosures
    1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
    2. Ratings (as of December 3, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
    3. Ratings (as of December 3, 2024) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
    4. Ratings outlook.

    James Montalto is currently registered to conduct business with residents of the following states: AL, AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, MS, NC, ND, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WI, WV.

    James Montalto, NMLS # 1728436, and Jamie Weil, NMLS # 1727598 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

    Jamie Weil is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, ND, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT, WI, WV. California Insurance License # 0F44384.

    Rosemarie Aragoncillo is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, ND, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT, WI, WV.