Helping you grow more than wealth

How we serve you

Our mission is to provide high-quality wealth management for the families and businesses we advise. We confer, analyze, implement and review both sides of the balance sheet to embrace the totality of our clients’ wealth management. We are committed to helping clients achieve their goals through proper diversification and risk management. What differentiates our practice is the use of Modern Portfolio Theory, Efficient Frontier Models and alternative investments in our analysis.

JD Power Award#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management is proud to receive the J.D. Power Award for ranking highest in the 2020 U.S. Full-Service Investor Satisfaction Study.

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.

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

Insights into responsible investing newsletter IMG

ESG trends for 2021

Learn about the ESG trends for 2021 in our latest issue of Insights into responsible investing newsletter.

Read more

Meet the team 

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Learn more about us

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