Helping you grow more than wealth

Our commitment to you

We help middle market business owners, corporate executives and affluent families with wealth management strategies for complicated planning needs, allowing our clients to focus on their work, families and other interests. To do this, we use our extensive experience to focus on the client’s full cycle of wealth, from accumulation to preservation and finally, distribution. During the process, we identify challenges and develop strategies to help minimize risk and taxes while maximizing growth for a successful wealth transfer.

Solutions with your goals in mind

Working in conjunction with your other professional advisors, our group's advanced credentials and expertise allow us to provide customized wealth management solutions to our clients in the following areas:

Comprehensive wealth management

 Business owner succession planning
Portfolio management Selecting an exit planning advisory team
Retirement planning Philanthropic planning
Tax-aware investing Estate planning services
Risk management Managing concentrated stock positions
Tax planning strategies Behavioral finance
Alternative investments Family legacy planning
Liability management Asset protection

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Bulletin Board

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

Are you prepared for the future you want?

A WealthPlan helps develop your personal plan by understanding your current financial situation, identifying your life goals, and determining what steps you can take to meet them.

Wealth management is far more than asset management.

It addresses an array of issues involving the accumulation, protection, and distribution of one’s wealth.

The urgency of estate planning

Is it clear how your assets will be distributed after your passing, ensuring your loved ones are taken care of? Our team is here to help.

Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more

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.