JD Power Award#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management is proud to receive the J.D. Power Award for ranking highest in the 2020 U.S. Full-Service Investor Satisfaction Study.

Let us help you grow more than wealth

How we serve you

The M&T Investment Group is a private wealth management team at RBC Wealth Management in La Jolla, California. Our clients are successful families and individuals who seek advice. We use our process to help our clients organize their business, personal, and financial life, creating a plan for the future and executing that plan as their life unfolds. You’ve done the hard work, now let us help you protect and continue to build your financial legacy. 

We serve our clients with a wide range of financial needs, including:

  • Wealth planning
  • Personalized investment management
  • Lending and credit
  • Succession planning
  • Trust and estate
  • Capital markets
  • Tax management

We take great pride in the trust that our clients place in our team with their financial future. Financial success is a matter of choice, not chance; it is an ongoing process, not an event. Helping our clients achieve this and celebrating their successes along the way is the most fulfilling part of our job. 

What's next?

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.

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.

Our Team

Reid W Matthews, CFP®

Senior Vice President - Financial Advisor, Consulting Group

Sandra Haidao

Registered Client Associate

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Is there a fit?

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