The best returns are more than financial


We enhance and protect your wealth

Our goal is to be trusted advisors to our clients both in portfolio management as well as complex life planning opportunities. In addition to offering clients attractive solutions to their financial needs, we provide independent, objective and sophisticated wealth counsel which supports our belief in being an advocate on behalf of our clients.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Flexible financing for your real estate goals

If you need flexible financing or immediate access to liquidity for real estate or home improvements, consider RBC Credit Access Line, a short-term asset-based line of credit, instead of selling your securities. Done prudently, it can help keep your investments working toward long-term goals. Contact us today to learn more.

Teresa Soppet named to Portfolio Focus Group

Soppet Meyer Investment Group is pleased to congratulate Teresa Soppet, a First Vice President – Financial Advisor in RBC Wealth Management’s Chicago office, for recently being selected as a member of the firm’s Senior Portfolio Manager - Portfolio Focus Group. Read more of the press release here.

It's all about staying connected

Thank you for trusting us as your wealth management partner.  Our commitment to you goes beyond sharing our knowledge and expertise.  We are also committed to consistent and valuable communication, because it's essential to a partnership.  This website will never take the place of our direct communication, but we think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary.  We see it as one more way for us to stay connected.

Let us help you reach your goal

Learn more about the Soppet Meyer Investment Group.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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