Pillars of experience

Client wealth management

Our passion is to help guide you in all aspects of life in order to achieve your goals and dreams.  We aim to increase your wealth in a tax efficient manner while managing risk and responding to impactful economic events and trends.

Professionals in retirement plans

Our process and vast experience make us uniquely qualified to address your retirement plan strategies.  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 work with you to devise a retirement strategy meant to put participants on track to retire, and protect the plan sponsor from fiduciary risk.

Endowments and foundations

Nonprofit endowments and foundations must reflect the specific goals and interests of the organization to help meet their fiduciary obligations. With our experience working with nonprofit finances and investments, we understand what it takes to invest in a responsible fashion.

Our mission

Collectively, the Falcon Group has more than 100 years of experience guiding clients to financial freedom.  We value sincere and trusted relationships with our clients throughout all stages of life. We care deeply about what is important to you, as your goals and dreams are what matters most. Our mission is to improve your quality of life and help deliver financial security with your best interest at the core.  

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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.

Latest Insights

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Beyond stablecoins: The tokenization story

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

Read more

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

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Read more (The financial impact of dementia)

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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