Every investor is unique with distinct needs, circumstances and objectives

Our mission

We provide a sophisticated and customized private wealth experience building relationships while supported by the capabilities of a global institution. Working with a limited number of clients allows us to offer an individualized strategy and a highly personalized level of service.

Our belief

Bespoke and disciplined asset allocation is essential to achieving your investment goals.

Our promise

We are committed to delivering attentive, concierge-level service to our clients. We have the capability and experience to help you navigate the complexities of today’s investment environment. We believe in creating a multi-generational wealth strategy while using the full resources of a global institution.

Proud to be work with nationally recognized teammates

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

Michael Taggart

Barron’s Top 1,200 Financial Advisors: 2024, 2023, 2022, 2021, 2020
Forbes Top Wealth Advisors Best-In State: 2024, 2023, 2022, 2021, 2020

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

RBC Wealth Management Online

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