Let us help you grow more than wealth


Broken forever?

Barron's article regarding money-market funds. Read Article

Marina Galli named to Advisor Hub - Advisors to Watch list in 2022 & 2023

We are pleased to announce that Marina Galli was named an Advisor to Watch by Advisor Hub. 

Marina Galli earns Accredited Wealth Manager designation

We are pleased to announce that Marina Galli has earned the designation of Accredited Wealth Manager (AWM).  View Press Release

Value statement

We manage taxable and tax-exempt short-term bond portfolios that are customized to meet specific investment objectives. We help our clients clarify and define their risk parameters. When building each custom portfolio, our team incorporates the clients’ cash flow needs and objectives. Our clients include public companies, private companies, foundations, and high net worth individuals.

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.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Read more