Let us help you grow more than wealth


At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

How will you bring your ideas to life?

You have ideas for your future. Ideas for making a difference or being somewhere different. Ideas for building an enterprise or raising enterprise support for your favorite team. Let’s talk about where your ideas will take you.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our culture

President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

Our Team

Our team is located at

80 Linden Oaks, Suite 220, Rochester, NY, 14625, United States

My Team

Erica Cummings

Erica Cummings, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the Global Insight Monthly »

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

Create your retirement paycheck

RBC Retirement Paycheck Wealth Insights ReportA personalized retirement income plan can give you confidence and clarity by identifying your assets and available sources of income - along with their tax implications - to help create a secure retirement paycheck. In this Wealth Insights guide we’ll help you create your personalized retirement paycheck.

Download the RBC Retirement Paycheck Wealth Insights guide