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.

*Required fields

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.

Bulletin Board

Latest Insights

Lighthouse at dawn

Global Insight 2025 Outlook executive summary: Beyond the horizon

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.

Read more