Helping you achieve financial success


COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Jim Goolsby named to 2020 Senior Portfolio Manager Group

We would like to congratulate Jim on his membership in RBC Wealth Management's 2020 Senior Portfolio Manager Group - Portfolio Focus. We are proud to recognize Jim for his achievement in building and maintaining successful, consultative, fee-based businesses.

HealthTech: Healing health care’s ailments

With bloated costs and gaps in access to quality services, the traditional health care model is plagued by its own chronic conditions. But at the intersection of health care and technology, we’re seeing the development of a remedy for what ails health care. We look at the change that is afoot and what it means for the investment landscape. Read the full economic outlook in the latest edition of Global Insight.

Taking 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 please contact us.

Latest Insights

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How impact investing can help support BIPOC communities

It’s about increasing the flow of capital into underserved communities in areas such as homeownership, affordable housing and small business development.

Read more

Meet the team

Learn more about The Goolsby Investment Group