Strategy. Execution. Success.

Our mission

Consistently valuing the human side of wealth management, which is why we work as hard to build trust and lasting relationships with our clients as we do to create wealth.

We seek to bring to our clients a combination of objectivity, analytical rigor, transparency and understanding of their objectives, sensitivities and long term goals to customize an investment strategy. Our watchwords are "cheap, simple, transparent" when we suggest an investment approach.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation based on number of financial advisors. There are thousands of investment firms to choose from out there, but, we believe, investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that helps offer you peace of mind.

Our team

With a CFA ® certificate, and two PhD's, the foundation of our approach is rigorous analytical methods. With backgrounds in institutional risk management, strategic wealth planning, portfolio construction and individual wealth management planning we work with individuals, families and institutions to craft global, multi-asset investment portfolios. While we can work with active managers, our team generally prefers to use index fund vehicles because they are "cheap, simple, and transparent."

In addition to individual wealth management planning,we have been discretionary portfolio managers since 2003 and work through RBC Wealth Management's Portfolio Focus Program. We have advised institutional investors since 1995, with our capabilities including management of foundation and trust assets, as well as defined benefit pension plans and OPEBs. We take an asset-liability approach to institutional strategy and have analytics to combine index strategies with active managers, where appropriate.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families and institutions and their assets. Contact us today to learn more. 

Meet the team

Learn more about us. 

Bulletin Board

Latest Insights

Rollercoaster

Equity market roller coaster: How is your stomach?

May 22, 2025 | Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

Read more
Road curves ahead sign

How tariff policy unpredictability is rippling through U.S. Treasury bonds

May 15, 2025 | Atul Bhatia, CFA

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Read more

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Disclosures

Eric Stubbs is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TX, UT, VA, VI, VT, WA, WI.

Eric Stubbs, NMLS # 1555565, Enrique Jaen, NMLS # 1571254, and Madeleine Condron, NMLS # 2543940 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.

Enrique Jaen is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TX, UT, VA, VI, VT, WA, WI.

Read additional advisor disclosures.