It's not just your money. It's your life


Welcome to our website

We help people attain financial independence and freedom. We believe in non-negotiable integrity, clarity and a genuine commitment to our clients’ life goals. We pride ourslves in building long-term client relationships. Our goal is to be your personal "CFO".


"Do or do not. There is no try."

- Yoda


Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a comprehensive plan for your specific financial goals. Contact us today to learn more about our customizable solutions designed to help you strengthen your financial security.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

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.

New coronavirus stimulus bill info

The 2020 Coronavirus Response and Relief Act was approved in late 2020, and it provides many similar tax relief offerings as the original Coronavirus Aid, Relief, and Economic Security (CARES) Act from March 2020. Download this fact sheet, designed to help you understand what was included in the bill, the timing for different aspects of the programs and to see how things changed from the earlier CARES Act. Please don't hesitate to contact us to arrange for a meeting if you have any questions about how the 2020 Coronavirus Response and Relief Supplemental Appropriations Act may affect you, your family or your business.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation , please contact us.

Latest Insights

U.S. earnings dropping positive hints despite COVID-19 challenges

Jan 22, 2021 | Kelly Bogdanova

The outline of the Q4 2020 earnings picture is encouraging. The market may take a breather in the near term, but the long-term setup is constructive.

Read more

#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.

Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  Read the full economic outlook in the latest edition of Global Insight.