Our approach

We believe the greatest valuables in life are time and memories. With a core team of knowledgeable and dedicated professionals, a variety of financial and wealth-focused tools, and the resources of RBC behind us, we can help you make the most of both. Grounded in our transparent investment approach, we address all aspects of your financial life with integrity, experience, and customized advice.

For you

  • Personalized and adaptive Wealth Plan
  • Convenient and secure access to your accounts and more through RBC Wealth Management Online
  • External account aggregation through secure Total Wealth
  • Coordination with CPAs, accountants, and attorneys
  • Investment planning and management services
    • Asset consolidation
    • Customized risk-aware and goal-focused investing
    • Tax-considerate and cost-conscious portfolio management
    • Access to best-in-class asset managers
    • Access to bespoke private markets/alternative investments
  • Retirement planning
    • Social Security strategies
    • Execution of sustainable and tax-efficient withdrawal strategies
    • Consultation on employer retirement plans, pensions, and Medicare
    • Access to broad selection of annuity products
  • Insurance planning
    • Life, long term care, and disability insurance analysis and solutions
    • Homeowners, renters, auto, and liability insurance analysis and solutions
    • Resources for Medicare and health insurance solutions
    • Health Savings Accounts review
  • Lending and cash flow planning
    • Cash reserve management
    • Debt assessment and optimization strategies
    • Tailored lending solutions
    • Cash flow management and bill pay

For your loved ones

  • College savings (529) plans and custodial accounts
  • Age-appropriate financial literacy
  • Financial guidance for young professionals
  • Coordination with retirement facilities or home care providers
  • Access to a trusted network of qualified professions prepared to assist with life’s demands
  • Family Inventory Workbook

For your legacy

  • Trust and estate planning services
  • Professional trustee services
  • Family gifting and wealth transfer strategies
  • Charitable gifting
  • Donor advised funds
  • Asset protection planning

Contact us today to discuss how we can be of service to you.

Let's start the conversation

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Disclosures

These services and information are provided by Royal Bank of Canada and its affiliates, including RBC Capital Markets, LLC, a wholly owned subsidiary of Royal Bank of Canada. Services provided by affiliates are subject to their terms and conditions, including credit approval.  Credit specialists are employees of Royal Bank of Canada.  RBC Wealth Management and/or your Financial Advisor may receive compensation in connection with offering or referring these services.  Trust Services are provided by third parties.  Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee.  RBC Wealth Management does not provide tax or legal advice.  All decisions regarding the tax or legal implications of you investments should be made in consultation with your independent tax or legal advisor.

Beth Rosenwald, NMLS # 1604201 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.