Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Key facts

  • Top five global wealth manager by assets5
  • More than $358 billion AUM in the U.S.
  • Approximately 1,800 financial advisors in the U.S.
  • 200 offices across 42 U.S. states

Purpose and strength

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

Learn more about Rushmore Wealth Management Group. 

Allen Canete, CMT®, CPM®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Lisa Albers-Koppmann, AAMS®

Vice President - Financial Advisor

Jenny Greene

Sales Assistant 2

Latest Insights

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Keep your holiday shopping merry by warding off fraudsters

With so many transactions taking place, the holiday season is prime time for criminals.

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