Let us help you grow more than wealth

Value statement

As retirement plan advisors, we feel participants should be able to retire in a dignified manner, and plan sponsor’s plans should not be subject to undue risk in helping participants pursue this worthwhile endeavor. We believe our process and vast experience make us uniquely qualified to address your retirement plan strategies. We begin every client interaction by listening first and asking intelligent questions second. From there, we devise a comprehensive retirement strategy meant to put participants on track to retire, and protect the plan sponsor from fiduciary risk.

Are you due for an insurance review?

When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.

RBC Wealth Management has resources that provide an objective, no cost, no obligation review of life insurance policies. Together with the firm’s internal experts, we will review your policy to help ensure it is still adequate for your needs and overall financial goals. Contact us if you are interested in a complimentary insurance policy review.

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

The changing and unchanging shape of things

While Joe Biden is projected to win the election, it appears he’ll have to work with a status quo, i.e., divided, Congress. We look at what such an ongoing balance of power would mean for the equity market and economy. Read the full economic outlook in the latest edition of Global Insight.

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.

Ron A. Zimmermann, C(k)P®, CFP®, CIMA®, CLU®, CPWA®, CRPC®, ChFC®, MBA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Gary A. Peterson, AIF®, CRPC®, CRPS®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Shauna Crawford

Senior Registered Client Associate

Ashley Schmidt, CPFA

Registered Client Associate

Angelica Nelson

Vice President - Branch Director

Latest Insights

At home with RBC: Wine wiz

Andrea Robinson, world-renowned master sommelier, former dean of the French Culinary Institute and the winner of three James Beard Awards, shows you how to taste wine like a pro.

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