Helping you grow more than wealth

Purpose and strength

A world of resources

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families, institutions and charitable foundations through an award-winning global network and tools.

World's 5th largest

Wealth manager by assets*

AA- credit rating

The second-highest rating from Standard & Poor’s

85,000 employees

Across the globe, with 200 U.S. offices



RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Prepare for the expected (Wealth Insight Report)

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.


Patrick Morrow


Patrick Morrow, C(k)P®, CPFA®, CRPS®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

Tina Silano

Senior Client Associate

Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

The benefits of an estate plan review
The benefits of an estate plan review

Complimentary Workbook: Family Inventory Workbook

Please fill out the fields below. After you click “submit” a link to the workbook will be provided here.

*Required fields