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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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.

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Latest Insights

London skyline

One year in: The Labour Party’s report card

Jul 10, 2025 | Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

Read more
Disclosures

Patrick Morrow is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, VT, WA. California Insurance License # 4314459.

Steven Gordon, NMLS # 1860266, and Seamus Monschein, NMLS # 1573280 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.

Steven Gordon is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, MD, MN, NC, NJ, NM, NY, PA, SC, TN, VA, VT.

Seamus Monschein is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI.