Let us help you grow more than wealth

Expertise that’s broad and deep

Through RBC Wealth Management, we offer you a single source for the financial advice and services you require — and connect you with specialized professionals for complex decisions as necessary. Our services include:

  • Financial Planning Strategies
  • Retirement Planning
  • Estate Planning
  • Charitable Planning Strategies
  • Account Management Services

For ease and convenience

The biggest benefit of working with us is the personal attention and peace of mind you receive. But we also offer ways to make managing your money more convenient — such as consolidated statements and 24-hour Internet access to your accounts. Above all, having a plan in place frees you from non-stop decision making and second- guessing

Investment philosophy

We work primarily with individuals and their families who value our advice. To provide the most timely investment advice, we strive to have a deep understanding of your current situation, your future goals, how you feel about risk and your family dynamics to provide the best advice possible within the risk parameters we establish together. We have an investment philosophy using primarily active investment management to provide diversification and to take advantage of contrarian investment principals. We believe stocks outperform bonds over time (10 year or longer periods) and provide protection from inflation. Our goal is to both protect and grow your assets. Our tax efficient core portfolios are primarily buy and hold, focusing on cash flow from interest and dividends and are rebalanced over time. Our portfolios are built using securities identified using research based on technical and fundamental analysis provided by investment experts at RBC Wealth Management, our experience and independent third parties. We implement investment portfolios using a combination of brokerage and advisory accounts to provide the value and flexibility necessary for highly customized portfolios. Advisory means we determine the investment strategy, monitor the portfolio within established guidelines and make changes based on client goals. We are paid a fee based on percentage of assets for advisory accounts.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Putting clients first

You may have seen recent news coverage of Michael Lewis' new book Flash Boys, highlighting predatory high frequency trading practices. We’re very proud to have RBC's leadership in leveling the playing field on behalf of our clients and creating fair and open markets recognized both within Lewis' book and in subsequent media coverage. RBC's core belief has always been that doing the right thing for clients is our top priority, and we are pleased that RBC's culture and values are not only what we stand for, but drive behavior as evidenced by this high profile example. Learn more about this important issue.

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.

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