Know. Like. Trust

Value statement

Welcome to our website! This is designed to provide you with information that we think will be helpful in understanding and navigating the financial markets. On the site you will find daily and weekly market commentary, strategy reports and in-depth white papers, which will be updated frequently. Our hope is that you will visit often and make this your new RBC Wealth Management home page, as you can access your accounts directly from here (upper right corner). So, save it in your favorite sites list. Finally, this is a great way for you to introduce us and RBC to your friends and family members who might be interested in our services. Please give us your feedback! Thank you!

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

A U-turn for the auto sector?

It wasn’t that long ago that the auto sector was on an open road to the car of the future. But will the gauntlet of potholes left by COVID-19 cause the sector to swerve? Where is the auto sector going from here, and what does that mean for the prospects for autonomous and electric vehicles?
Read the full economic outlook in the latest edition of Global Insight.

 

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Latest Insights

Why investors shouldn’t be spooked by Q2 earnings

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

Read more

Meet the team

Learn more about Swesey & Swesey Wealth Management Group