Teresa Soppet - RBC Wealth Management

The best returns are more than financial

Enhance and protect your wealth

My goal is to be a trusted advisor to my clients both in portfolio management as well as complex life planning opportunities. In addition to offering clients attractive solutions to their financial needs, I provide independent, objective and sophisticated wealth counsel which supports my belief in being an advocate on behalf of my clients.

Proud to be a national award-winning advisor

I am very proud to be a Top Women Wealth Advisor Best-In-State award recipient in 2024 because it means I am serving my clients well.

<p>The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information, go to <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.<br />  </p>

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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RBC Cash Sweeps Flyer

Bulletin Board

May 10, 2022

Social Security: At a glance
May 20, 2022

Interest rates will … fluctuate; your investment strategy shouldn’t

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