Personal relationships. Global resources.


Value statement

We believe that by utilizing our combined experiences, wisdom and resources we can provide clients with well thought out investment solutions and honest answers. We offer individualized attention and personalized recommendations, and help clients direct their investments through flexible portfolio designs and strategies appropriate to their unique situations. We believe in clear and timely communication and in working with our clients to create the best investment plan possible.
 
The team approach provides each client with access to our individual levels of expertise. Typically, portfolios include individual equities, funds and fixed income investments. We participate in selecting fixed income investments, long term care or life insurance, annuities and retirement plans for clients. As a team we coordinate clients’ dollar cost-averaging and any needed 529 plans, rollovers, asset transfers or cost basis management. Our diverse abilities complement each other.
 
Our clients are matched by need and personality with the appropriate team member for portfolio monitoring and follow-up. Should one team member be temporarily unavailable or in a meeting, the client can count on the others to address pertinent issues as quickly as possible. Most of the time clients won’t need to wait for an answer; we’ll have it at our fingertips. We believe in clear and timely communication and in working with our clients to create the best investment plan possible.

Lessons in legacy with the Cousteau family: The importance of planning

Jacques Cousteau was a visionary of his time. Today, his grandchildren preserve the family’s values through their work as environmental advocates and storytellers.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, Contact Us.

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