Ofner Wealth Management Group - RBC Wealth Management

Four ways to start the conversation about your financial future

Most New Year's resolutions don't make it past February, but there's one commitment worth keeping: starting the conversation about your financial future. In her latest Forbes Finance Council article, RBC Wealth Management’s Angie O’Leary explains why this matters now. With the largest wealth transfer in history underway and women positioned to lead this transition, the time for preparation is here.

Proud to be a national award-winning advisor

I am very proud to be a winner of the 2025 InvestmentNews "$100M Club: Top Female Advisors" award. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

<p>The 2025 InvestmentNews “$100M Club: Top Female Advisors” award was announced August 2025. To be eligible, nominees had to be female advisors with a minimum of $100 million in individual assets under management as of 12/31/2024. All nominee information was verified by their compliance teams before acceptance. Final rankings were determined by a weighted formula based on overall AUM, AUM growth, and client growth between 1/1/2024 and 12/31/2024. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not elevate the quality of services provided to clients and is not indicative of the advisor’s future performance.</p>

Helping you grow more than wealth

My clients can live a more balanced life today, knowing that they have a plan in place for tomorrow. My clients can spend less time worrying about the growth of their wealth and more time enjoying their wealth, knowing their assets are positioned to weather life’s unexpected events.

October 30, 2024

Trend & cycle: The long view
May 7, 2025

Trend & cycle roadmap

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.

Latest Insights

Global equity: Push and pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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