Personalized advice. Attentive service.

Living a full life today while preparing financially for the future is a balancing act. As an RBC Advantage® client, you may benefit from our advice-based approach that will help you accomplish what matters most to you.

Our services include:

  • Recommendations and a wealth plan
  • Responsive support for all of your questions and requests
  • Planning for retirement, education and major purchases
  • Digital tools that provide you easy access to account details and research
  • Access to a variety of investment solutions and services, including credit strategies and Roth IRA conversions

With our help, you can feel confident that your path to financial well-being is both firm and well-marked. Together, let’s take the next step toward your tomorrow. Contact us today to learn more or schedule an introductory meeting.

Learn more about RBC WealthPlan

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Developing an approach that's right for you

Our holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. We combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:
 

From realizing your dreams to building the lifestyle you envision for your family, we help you grow your wealth in order to provide resources necessary to accomplish what matters most to you.

Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning services and insurance solutions can help you feel secure about the future.

Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a customized plan that helps you anticipate adjustments and build confidence in your future.

Beyond building and enjoying your wealth, we work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Contact us

We are here to help keep you informed and educated about your investments.

Learn more about our team >

If you have requests, questions, or suggestions, please contact us.

RBC Advantage

866-791-2743
7:30 am - 6 pm (Central)
rbcadvantage@rbc.com

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Download the RBC Retirement Paycheck Wealth Insights guide

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

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Disclosures

IMPORTANT: The projections or other information generated by RBC WealthPlan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. 

Read additional advisor disclosures.