Personal Wealth Management Montalto Weil Bird

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Local presence, global strength. We put the personal back into wealth management.

Our mission is to help provide financial peace of mind. We work every day with individuals, families, business owners, non-profits and plan fiduciaries helping them set and achieve their financial goals. Through a deep understanding of the complexities of your financial picture, we can leverage RBC Wealth Management’s world-class capabilities to tailor a strategy to help meet your unique needs. Our process identifies who you are as an investor and what your goals are, and then creates a plan to help you get there. We invite you to explore our website to learn more or contact us today to schedule an appointment.

Explore our new Women's Workbook

We’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the workbook

Please contact us to discuss your financial concerns and together we’ll work to give you confidence in your wealth plan.

COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.