Specializing in high-net worth individuals, families and businesses, sports and entertainment professionals, we take a view of all areas that affect their wealth, including asset accumulation, protection, preservation, distribution and succession in order to create a sense of financial security and peace of mind. We listen to our clients’, priorities, lifestyles, tolerance for risk and tax issues. We build relationships with every client to achieve a customized wealth management plan that meets their needs. We provide a high level of service and industry expertise that meets and often exceeds their expectations. We view the responsibility of handling our clients’ money as seriously as our own. With our team, we devise and continuously refine strategies for meeting our clients’ goals as their life situation changes. We pull in the finest talent and utilize our global resources from every sector of the financial world in order to give our clients every possible advantage.
At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.
I am very proud to be recognized as an On Wall Street Top 40 Regional Broker-Dealer Advisors under 40 in 2020. Nominations for this award were received from hundreds of advisors and managers and ranked according to production totals. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
I am very proud to be recognized as one of Forbes' Top Next-Gen Wealth Advisors in 2020. Advisors list in the U.S. Top Next-Gen awards were developed by SHOOK Research, recognizing top financial advisors at national, independent, regional and bank broker-dealers from across the U.S. that were born in 1981 or later.
RBC Wealth Management is proud to receive the J.D. Power Award for ranking highest in the 2020 U.S. Full-Service Investor Satisfaction Study.
As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.
November 19, 2018
2019/2020 dollar limitations for retirement plans
December 8, 2017
Cryptocurrency and blockchain: Ready for prime time?
October 30, 2017
Social Security: At a glance
October 6, 2020
October 20, 2017
Creating A Legacy Through Estate Planning: Transferring Wealth
The COVID-19 economic damage should diminish greatly through 2021, while confidence in a return to a recognizable social and business landscape will likely grow. As GDP regains its pre-pandemic peak and corporate earnings recover further, we expect equities could provide attractive all-in returns in 2021, and probably for 2022 as well. Read the full economic outlook in the Global Insight 2021 Outlook.