The best returns are more than financial


My approach

We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service to meet and often exceed their expectations while focusing on developing personal relationships with each of our clients. Our ideal client is over 50 years old whose emphasis is on future retirement goals. Typical clients have assets between $3 and $25 million dollars and benefit from our customized approach to managing wealth: addressing wealth accumulation and legacy planning while using their wealth to create an income stream during retirement.


Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

 

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

Latest Insights

cargo ship leaving port

Tariffs’ leverage extends far beyond trade

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Read more