Let us help you grow more than wealth

Value statement

Our goal is to preserve our clients existing capital and continue to grow it in a prudent manner. We do this by developing solutions tailored to their personal situations and understanding every facet of their financial life.

Approach to wealth management

We begin by taking a financial history and a current evaluation of the client. Every aspect of the client’s financial picture is interrelated, including their investment portfolios, estate planning goals, their charitable intent, insurance needs and retirement planning. We then tailor solutions that offer our clients the highest probability of accomplishing their goals. We continuously reevaluate these issues so that our clients can maintain and grow the assets they have.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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.

Bulletin Board

Latest Insights

Commuters on a train

A return to yield curve normalcy?

May 23, 2024 | Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

Read more