Times may change. Commitments don’t.

A Reputation of Trust

At RBC Wealth Management, we're proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. There are thousands of investment firms to choose from out there, but investors pick us as much for their confidence in our strength and stability as for the comprehensive approach to wealth management and world-class investment solutions we offer. We look forward to earning your trust.

Value statement

Our job is to help create, maintain and protect wealth for retirees or individuals nearing retirement on a discretionary fee-basis. We accomplish this by asking pointed questions to understand what makes you unique and create a customized individual portfolio using researched money managers. Our goal is to build a lasting relationship of service and trust by helping to provide a reliable and predictable income stream from your portfolio.

Multi-generational family walking on waterfront

Create a legacy that passes on your wealth and values

A significant wealth transfer is underway as baby boomers pass on their accumulated wealth to younger family members. By 2048 an estimated $124 trillion* is set to change hands in the U.S.

As wealth changes hands from one generation to another, RBC Wealth Management is positioned to help families plan and communicate so the transition is about money and values for an impactful, long-term legacy.

When it comes to a wealth transfer mindset, RBC Wealth Management learned from conducting a 2024 survey that individuals, regardless of age, similarly prioritize family harmony and family values. Perhaps surprisingly, a generation gap did not exist between baby boomers, millennials and Gen Xers.

Our wealth transfer survey also found that the keys to successful wealth transition are trust and communication, heir preparedness and alignment of family values around wealth. To help you, we created a new wealth transfer insights guidebook. Access the guide now to get started.

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 us today to learn more about our customizable solutions designed to help you strengthen your financial security.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Meet the team

Learn more about Provenance Wealth Management Group

Senior Consulting Group

We are honored to share our recent selection to the RBC Wealth Management Senior Consulting Group, a company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses. The Senior Consulting Group is a highly regarded level of recognition at RBC Wealth Management.  We continue to commit to helping clients build portfolios and accomplish other wealth management goals by offering personalized advice and customized solutions.

Latest Insights

Umbrellas

Nothing new about September slides for stock markets

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Read more

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