Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers RBC Insured Deposits and RBC Cash Plus, cash sweep options that provide competitive interest rates. Visit RBC Insured Deposits rates and RBC Cash Plus interest rates to find our current rates. 

Year-end checklist

RBC Wealth Management put together a list of important year-end planning topics to review—including: tax-sensitive strategies, ways to boost your retirement savings and charitable giving tips—for success in the new year.

> Review the checklist

Taking a few moments to plan ahead can help you take advantage of potential opportunities to grow your wealth and get you one step closer to reaching your goals. Contact us today to discuss how we can be of service to you.

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

Welcome to the Crescent Group

The Crescent Group provides successful individuals, families, businesses, foundations and endowments with a roadmap for their financial future, adjusting it as circumstances change. We help alleviate stress and uncertainty for our clients by overseeing the management of their wealth plan and financial details. Using our global asset allocation strategies—combined with insights from RBC Wealth Management’s international team of professionals—we develop and adjust our clients’ wealth plans as changes in life circumstances and financial markets occur.

Learn more today.

Is your financial future on solid footing?

Click here to receive our Wealth and Wellbeing Checklist.

Carsten Frederiksen named a recipient of multiple awards

At The Crescent Group, we are very proud that Financial Advisor Carsten Frederiksen was named a Forbes Top Next-Gen Wealth Advisor in 2022 and an AdvisorHub Advisor to Watch in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Carsten!

Your vision for the future. Our guidance to help you get there.

The Crescent Group never stops asking: “What’s next for you?” You have a vision for the future, and our wealth planning process guides you toward realizing that vision.

We listen, learn and then guide—building a plan unique to you and your vision. We’ll bring in RBC Wealth Management professionals to provide advice on specific areas important to you.

After assembling your wealth plan, we then implement The Crescent Group’s globally diversified asset allocation strategies, which we tailor to your specific goals and circumstances. In tailoring your specific global asset allocation strategy, we work with RBC’s international team of professionals, who continually analyze markets, securities, managers and industries—all to verify that your allocation remains on track.

Finally, our team proactively contacts you to maintain an open line of communication and adjust your plan for any new developments in your circumstances. We never stop asking, “What’s next for you?”