Mission statement

With almost 85 years of combined investment experience, The Rock Cut Investment Group helps individuals, families and corporate executives achieve their financial goals through customized financial and investment strategies. Our clients view us as a trusted advisor, or wealth manager, in helping to achieve their retirement, education, charitable, insurance, estate planning, and wealth management needs. As a team, we provide clients a high level of expertise through our consulting and asset management services in pursuit of financial independence and a superior quality of life.

"Leverage gives the appearance of wealth.  Savings is wealth."


– Former Merrill Lynch CFO Nelson Chai, prior to his ouster in 2008.


Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Enjoy the Benefits of Paperless Delivery

Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits:

Receive documents sooner
Streamline your recordkeeping
Conserve natural resources
Access your information anywhere
To get started, sign in to your personal accounts in the upper left-hand corner of my site, and click on the Go Paperless! link in the In The Spotlight section of the homepage to get started.  Please contact me if you have questions, or call 1-800-933-9946 for technical assistance.

Turn your financial goals into reality

We help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. We also work closely with our clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact us today to discuss how wecan be of service to you.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

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.

SusTech: Sustainability through technology

Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. Read the full economic outlook in the latest edition of Global Insight.

Latest Insights

Infrastructure, inflation, and a possible Fed policy rethink

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

Read more