Your time is valuable. While you may want to make your own portfolio management decisions, you may be too busy to know every detail about individual securities and evaluate all the pros and cons regarding whether to buy, sell or hold. Our goal is to help manage your wealth to its full potential through an array of strategic, integrated advisory programs customized to meet your financial objectives and aspirations.

Benefits of advisory

CirclesExperience

Our qualifications include demonstrating personal integrity, superior client service, knowledge and experience to carefully evaluate the investment opportunities and ideas available to suit your needs.

two people sitting at desk iconPortfolio management

We take the time to understand your goals, investment preferences, time horizon, risk tolerance and liquidity needs to create and maintain a portfolio that's customized for you.

clockTimely investment decisions

We evaluate your portfolio to see that it's aligned with your goals. If changes need to be made, or if new opportunities present themselves, we will be ready to act quickly on your behalf.

Computer stack iconThe resources of RBC Wealth Management

As one of the country's largest full-service securities firms, we offer world-class research and wealth management capabilities. Plus we have access to professionals in estate planning services, retirement planning, insurance, college financing and small-business needs.

Advice fee

Here's some information to help understand your investment and service expenses when working with us:

  • Trade execution costs are included
  • Standard account, IRA and RBC Cash Management Account charges are waived
  • Custody and safekeeping of securities costs are included
  • Wealth management strategies, education, monitoring and account management services are provided as part of the comprehensive charge

 

Contact us

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