It's your journey...

A guide can provide knowledge and enhance the experience and our seasoned, multi-generational team, focuses all our energy on your financial success. Together, we will develop a disciplined and tax-efficient approach for all phases of financial planning and consistent communication along the way.

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 sustaining a family legacy or taking a sustained journey. Let’s talk about where your ideas will take you.

Latest Insights

Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Aug 20, 2024 | RBC Wealth Management

Protection needs evolve over time. Make sure to revisit your strategy for financial coverage as you move through life.

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Executive walking out of office building

North American labor markets: Past the point of no return?

Aug 15, 2024 | Josh Nye

Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.

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global Insight - woman holding phone with charts

Global equity: Offense still on the field; defense ready for the call

Aug 09, 2024 | Jim Allworth

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

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Learn more about RBC WealthPlan

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 the Elevated Financial Group

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
  • Standard & Poor's AA- and A / 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.

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Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide