Helping you grow more than wealth

How we serve you

For the past 25 years, we have provided investment counsel to individuals, families and corporations. Our goal is to implement strategies tailored to the objectives of each client. Wealth management, estate planning services and stewardship are central to our team practice.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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.

Meet the team

Learn more about P2LS Wealth Management Group

Latest Insights

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Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Despite generational differences, the obstacles donors face around giving are largely the same.

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Disclosures

Peter Strek is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, RI, SC, TN, TX, VA, VT, WA, WI, WY.

Peter Strek, NMLS # 1940099 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.

Hiba Chehab is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MT, NC, NH, NJ, NV, NY, OH, OR, SC, TN, TX, VA, VT, WA, WI.