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.


Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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

Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

Nov 07, 2025 | Joseph Wu, CFA

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Read more