Helping you grow more than wealth

Our vision

For clients of substantial means, The Ruccio Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your financial advisor and their team work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with access to the investment resources of RBC Wealth Management and services of City National Bank are provided. We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

With change comes questions

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

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    Let's take the next step together

    We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

    Meet the team

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    Learn more about The Ruccio Group. 

    Latest Insights

    Chess

    Monetary policy possibilities

    The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

    Read more

    Prepare for the unexpected

    When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact us today to learn more about RBC Credit Access Line and be prepared for the unexpected.

     

    Let's start the conversation

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

    To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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    Disclosures
    1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
    2. Ratings (as of February 26, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
    3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
    4. Ratings outlook.

    RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

    Jeremy Ruccio is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA.

    Jeremy Ruccio, NMLS # 522354, and Bita Asgari, NMLS # 2404956 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.

    Tristan Lambert is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA.

    Bita Asgari is currently registered to conduct business with residents of the following states: AZ, CA, FL, GA, NY, TX.

    Read additional advisor disclosures.