Stay on track with the Year-End Checklist

With 2019 quickly coming to a close, now is the time to consider year-end tax strategies that could benefit you as you plan for the year ahead. With important tips on offsetting your capital gains, retirement planning and charitable giving, our Year-End Checklist can help you plan for a successful 2020.

Let us help you grow more than wealth


Our value statement

Our goal is to become trusted financial advisors for families that value a partner when navigating important financial decisions. Our disciplined approach keeps us focused on our clients' long-term goals. Our attitude towards excellence drives us to deliver the best service and experience for our clients. Our team's complementary professional backgrounds ensure that we take a comprehensive view of each client's situation and apply the most appropriate solutions.

Our clients enjoy the great gift of "financial peace of mind," knowing they have a partner to help them reach their financial goals.



 

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.

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. 

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.

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.

Meet our team

Learn more about The High Dioguardi Group.

Client introductions are our greatest compliment

Click here to make an introduction.


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Latest Insights

bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 | RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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Latest Insights

rear view of paddles in canoe going down river

Low rates and easy central bank policy: A solution turning into a problem?

Nov 25, 2019 | Thomas Garretson, CFA, Mikhial Pasic, CFA

As central banks turn to the well-worn easy money policy playbook, we ponder the limits to these policies and whether they may cause future problems.

Read more