Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

How I serve my clients

Phil joined RBC Wealth Management in 2018 and assists individuals, executives, high net-worth families and foundations with their wealth management needs. With the support of RBC Wealth Management added to his institutional investment knowledge, he brings to his clients a lifetime of experience helping families and friends with their wealth management needs, be it investments, financial planning, or estate and trust needs. A seasoned financial professional and confidant, Phil’s investment strengths include a strong understanding of global and U.S. macro-economic policy and analysis, and how to implement those trends in his clients’ portfolio.

Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Let's start the conversation

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Contact

Philip Bartlett

208-389-5703
philip.bartlett@rbc.com

Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.

Latest Insights

How do currency markets affect fixed income investment?

The relationship between government bond yields and exchange rates is more complex than many investors realize.

Read more

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.