Our mission

Our mission is to collaborate with clients and take a holistic approach to wealth planning. We primarily work with individuals and families who see the value of a trusted relationship with a team of financial professionals. Our team has a passion for working with clients to develop a customized wealth plan for the future that has the potential to change their lives in meaningful ways, but still allow them to live the life they want in the present. We are a multi-generational team with varying backgrounds, which allows us to look at our clients' situations from many different angles, and thus serve them better. By engaging in our process our clients are able to define their individual financial needs and dreams – which allows us to create a customized plan that gives them confidence now and for the future.
 

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At RBC Wealth Management, we celebrate the power of rising together during our annual 2025 Women's Summit! We're bringing together leaders, innovators and changemakers to elevate conversations. Thinking of our theme RISE, what are some ways you RISE to uplift others?

Are you a plan sponsor looking to fulfill fiduciary duties and sharpen your skills to provide an effective employer-sponsored retirement plan to employees? Learn more about earning the Certified Plan Sponsor Professional certification (CPSP) for free. https://bit.ly/4e3d1mg The American Retirement Association (ARA), and its affiliate the Plan Sponsor Council of America (PSCA) have entered into an arrangement with RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”) allowing RBC WM to introduce its clients to ARA and/or PSCA with the potential that ARA and/or PSCA may be able to assist such clients with enhancing their professional education. This email is being provided to you for informational purposes only and is not a recommendation or advice. RBC WM is registered as a broker-dealer and investment advisor with the U.S. Securities and Exchange Commission. ARA and PSCA are non-profit professional organizations that provide credentialing and certification programs to retirement professionals; and participate in the development of retirement policy through legislative advocacy. For additional information, please visit usaretirement.org/about/. Neither ARA nor PSCA are affiliated with RBC WM. RBC WM does not provide professional certification or continuing education services. Neither ARA or PSCA compensate RBC WM nor your Financial Advisor for introducing you to ARA and/or PSCA. RBC WM does not share client information with ARA or PSCA. Any personal identifying information provided to ARA and/or PSCA by you is subject to ARA’s privacy policies and procedures.

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.

Meet the team

Learn more about The Capitol Investment Group